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lesboisvh
Level 1

How do I search the journal entries?

If I want to make a list of a specific type that is recurring.

1 Comment 1
Sherrie_F
QuickBooks Team

How do I search the journal entries?

You can directly Filter the specific journal entries by hovering on the Recurring transactions tab, @lesboisvh. Let me assist you further to help you achieve this.

 

Beforehand, it's essential to know that recurring transaction is a feature in QuickBooks Online that allows you to save time and reduce mistakes. By using recurring transactions, you can run repetitive journal entries.

 

Here's how:

 

  1. On the upper right corner, look for the Gear icon.
  2. Choose Recurring Transactions under Lists.
  3. Select Filter near the Filter by Name search box.
  4. In the Template Type, ensure you select Scheduled.
  5. Choose Journal Entry in the Transaction Type.
  6. Click All in the Location.
  7. Once you're ready, hit Apply.

 

To learn more about changing a recurring transaction template, refer to this article: Edit a recurring template in QuickBooks Online.

 

Additionally, here's an article you can browse through just in case you encounter recurring transactions that fail to run in QuickBooks Online: Fix failed recurring transactions.

 

Lastly, to enhance the efficiency of your accounting practices and ensure impeccable financial records, I highly recommend considering QuickBooks Live Expert Assisted. This service provides direct support tailored to the strategic areas that drive business growth and success.

 

Should you have any more questions about recurring transactions or anything else, please don't hesitate to reach out. I'm here to ensure your experience is as smooth and hassle-free as possible, @lesboisvh. Wishing you continued success in managing your financial transactions effortlessly!

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