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HI studio-briandavi, thanks for joining the QB Community - what transaction type was used for the recurring transaction? :)
I set it up under recurring payments as a deposit.
Thanks studio-briandavi, currently the cash flow planner utilizes invoices, sales receipts, bills, expenses, and payroll payments. To see how the deposits impact future cash flow, please follow the steps below to add this to your planner (please note, transactions added to the planner aren't actually posting to your QuickBooks account):
1. Go to Business overview and select Planner (Take me there).
2. Select Add Transaction.
3. Select Money in if the item is income, or Money out if it's an expense.
4. Give the item a name and enter an amount.
5. If it’s a recurring item, select Repeating. Then select how often the item repeats.
6. When you're done, select Save.
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