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Chapter 7. Using Time-Saving Features > Scheduling Recurring Transactions

Scheduling Recurring Transactions

The next level of convenience after having QuickBooks memorize a transaction for you is to have QuickBooks take care of executing the transaction too. After you get the hang of this procedure, you can let QuickBooks do all your work! (Just kidding.) Seriously, it's nice not to have to worry about paying the rent on time—ask for a friendly reminder or just let your program do your chores automatically. This example sets up your monthly rent or mortgage payment as a recurring transaction.

Create a Recurring Transaction

Open the transaction window. For this example, press Ctrl+W to open the Write Checks window.

Enter the name of the vendor or payee, in this case your landlord or mortgage company.

Enter the amount of the payment.

Enter the account to which the payment will be charged.

Indicate whether this check is to be printed or if the payment is to be made online.

Press Ctrl+M to memorize the transaction.

Select Automatically Enter.


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