
Check your scheduled transactions
by Intuit•9• Updated 3 weeks ago
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.
Learn how to check your scheduled transactions and add any that are missing.
Run a Recent Automatic Transactions report
Review your transaction history by running the Recent Automatic Transactions report.
- Go to Settings
.
- Type Recent Automatic Transactions in the search box.
- Under Lists, select Recurring transactions.
- 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.
If you need help using QuickBooks, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Pay your non-tax liabilities in payrollby QuickBooks
- Set up schedule pay in QuickBooks Onlineby QuickBooks
- Fix failed recurring transactionsby QuickBooks
- Schedule recurring transactions created with a templateby QuickBooks