QuickBooksHelpIntuit
Check your scheduled transactions
by Intuit• Updated 3 weeks ago
Learn how to check your scheduled transactions and add any that are missing.
Do you want to check if your scheduled transactions ran successfully? We'll show you which report to run and what to do if anything is missing.
Run a Recent Automatic Transactions report
Review your transaction history by running the Recent Automatic Transactions report.
- Go to Settings .
- Under Lists, select Recurring transactions.
- Type Recent Automatic Transactions in the search box.
- Review this report for any missing transactions.
Add a missing scheduled transaction
If you find a scheduled transaction that didn't run, manually create it by using the template.
- Go to Settings .
- Under Lists, select Recurring transactions.
- In the Action column, select the dropdown arrow.
- Choose the template you need, and select Use.
- Select Save to record the transactions.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Schedule recurring transactions created with a template in QuickBooks Onlineby QuickBooks•9•Updated May 30, 2024
- Find duplicate transaction numbers in QuickBooks Onlineby QuickBooks•2•Updated June 10, 2024
- Set schedule and email information for a memorised report in QuickBooks Onlineby QuickBooks•1•Updated 1 week ago
- Create recurring transactions in QuickBooks Onlineby QuickBooks•85•Updated May 28, 2024