Transactions > Recurring transactions > Recording recurring transactions
For recurring transactions that are not set up to record automatically, you need to decide when to record them. You can:
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in the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.
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To record a recurring transaction from a transaction window
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Open the transaction window for the recurring transaction you want to use. For example, open the Purchases window if you are recording a recurring purchase transaction.
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Click Use Recurring. The Select a Recurring Transaction window appears listing only recurring transactions for this type of transaction.
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Choose the recurring transaction from the list and then click Select. The transaction appears.
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Click Record.
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Click the appropriate tab—Recurring Sales, Recurring Purchases or Recurring Transactions (for all other recurring transactions).
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In the list of recurring transactions, you can click the zoom arrow (
) to the left of a transaction to view it in detail.
) to the left of a transaction to view it in detail.|
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Click in the select column (
 ) next to the recurring transactions you want to record. |
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Click Record. A window appears requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your journals.
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