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Join nowGreat to see you here in the Community, nicki2!
The 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. I will make sure that you can check those templates that you create.
Here's how:
You can check this article if you have further assistance on how to Edit a recurring template
Feel free to get back on this thread, I'm always here to help.
Thanks @DebSheenD is there a way to get more specific with the filtering? Your idea is exactly what I want--a report that shows journal entries. However, it's listing every single deposit and payment when I follow your steps rather than just the customized journal entries I've created...
I got you cover, @nicki2.
I'll share the steps on how you can filter the journal report. Here's how.
Here's how it looks like.
Check out this guide for details about filtering reports: Customize reports in QuickBooks Online.
I'm also attaching this link here in case you need help with other report tasks. Just look for responses that suit your concern.
Let me know if you still have questions or concerns with journal entries or reports. I'm always here for you.
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