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Everything you need to know about banking in QuickBooks Online - Discover more
accounts-jaffery
Level 1

Automatic posting in our books

there is an automatic posting in the system
Solved
Best answer December 01, 2022

Accepted Solutions
CharleneMaeF
QuickBooks Team

Automatic posting in our books

I know this is unusual behavior, accounts-jaffery.

 

Have you created recurring transactions to automatically record your sales and expenses in QuickBooks? This could be the reason for the automatic posting. 

 

If so, I'd recommend opening the Recurring Template List report to review the entries automatically added. Here's how:

 

  1. Go to Business overview and select Reports.
  2. Find and open the Recurring Template List.
  3. Select Customise to personalise the report.
  4. Select to expand the Filter section.
  5. Select the Distribution Account checkbox. You can also select specific accounts from the dropdown.
  6. Select Run report.

 

Once you view the transactions, you can delete the entries that shouldn't be added to your books.

 

For more details, please see this article: Review your Recurring Transactions in QuickBooks Online.

 

If you haven't created templates for recurring transactions, I'd suggest accessing your account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, review your books. If the entries are gone, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

Additionally, I've added these articles that'll help you learn more about creating and modifying recurring transactions in QuickBooks Online:

 

 

Also, you can share additional details about the automatic posting. This helps us investigate this.

 

Please keep us posted if you have additional questions about automatic entries in QuickBooks Online. We're always here to help you out.

View solution in original post

1 REPLY 1
CharleneMaeF
QuickBooks Team

Automatic posting in our books

I know this is unusual behavior, accounts-jaffery.

 

Have you created recurring transactions to automatically record your sales and expenses in QuickBooks? This could be the reason for the automatic posting. 

 

If so, I'd recommend opening the Recurring Template List report to review the entries automatically added. Here's how:

 

  1. Go to Business overview and select Reports.
  2. Find and open the Recurring Template List.
  3. Select Customise to personalise the report.
  4. Select to expand the Filter section.
  5. Select the Distribution Account checkbox. You can also select specific accounts from the dropdown.
  6. Select Run report.

 

Once you view the transactions, you can delete the entries that shouldn't be added to your books.

 

For more details, please see this article: Review your Recurring Transactions in QuickBooks Online.

 

If you haven't created templates for recurring transactions, I'd suggest accessing your account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, review your books. If the entries are gone, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

Additionally, I've added these articles that'll help you learn more about creating and modifying recurring transactions in QuickBooks Online:

 

 

Also, you can share additional details about the automatic posting. This helps us investigate this.

 

Please keep us posted if you have additional questions about automatic entries in QuickBooks Online. We're always here to help you out.

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