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donna45
Level 1

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

 
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Best answer January 08, 2020

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Rustler
Level 15

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

memorize the journal entry and do not schedule it

then bring up the list of memorized transactions and use it when needed

View solution in original post

6 Comments
Rustler
Level 15

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

memorize the journal entry and do not schedule it

then bring up the list of memorized transactions and use it when needed

View solution in original post

ehughes
Level 1

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

I see this is 2 months old, but for QBO you would go to the gear in the upper right corner, and Lists > Recurring Transactions. 

SunChasersMD
Level 1

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

I have this same question. Neither reply fully answers the whole question.  Once the Recurring Journal entry is set up, as unscheduled, and you go into the Recurring List and choose it, how do you enter it?   There is no 'save' button.    The only things you can do are  'save template', 'reverse' or 'cancel'. 

Please tell me what I'm missing?

GraceC
QuickBooks Team

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

Hello there, @SunChasersMD.

 

The save template option is the default option when saving recurring journal entries in QuickBooks Online (QBO).

 

Once the transaction is needed, you can click the Use option. Just follow these steps:
  1. Click the Gear icon on the top menu.
  2. Choose Recurring Transactions under Lists.
  3. Select the invoice template and hit the Edit link under Action.
  4. In the Type field, make sure you selected Scheduled.
  5. Tick Save template.

For more details about this one, you can check out this article: Schedule recurring transactions created with a template.

 

I have articles here about managing your recurring template:

Should you need anything else, don't hesitate to leave a comment below. I'm always right here to help.

MaxOnsight
Level 1

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

Under "Edit", there's option "Use".

Adrian_A
Moderator

I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

Hi there, MaxOnsight.

 

When you don't have the Use option, the transaction is set to Scheduled. You have put down a date to when it will reoccur.

 

If you want to modify the recurring transactions, you can check these references:

 

 

I'm just a post-away if there's anything that I can help. Keep safe!

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