If you plan to record the same Receive Money transaction on a regular basis, you may want to consider creating a recurring Receive Money template. When you create a recurring Receive Money template, the transaction information is saved in a separate "holding area" where you can retrieve the template as many times as you want in the future. See To store the transaction as a recurring Receive Money template for information about creating recurring templates. Until you record them, recurring Receive Money templates have no effect on your financial records.
You can also use the Bank Register window to record recurring templates. See To use a recurring Receive Money template for more information.
Note: Using bank deposits of undeposited funds
Bank deposits of undeposited funds can't be saved as recurring Receive Money transactions. See Finding, reversing and removing bank deposits of undeposited funds transactions to learn more about using bank deposits of undeposited funds. |
To use a recurring Receive Money template
To find a recurring Receive Money template
To change a recurring Receive Money template's name and/or frequency
To change a recurring Receive Money template's line items and additional information