SC.3.3b Use a Recurring Transaction | Scribe

    SC.3.3b Use a Recurring Transaction

    • 6 steps
    • AkadianAkadian
    • QuickBooksQuickBooks
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    Start in the Sample company.
    1
    To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now you can start the exercise.

    Use a Recurring Transaction

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    First, navigate to the recurring transactions.
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    Click the "Gear icon"
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    Click "Recurring transactions"
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    On the line for the rent transaction, click the "down arrow" *Note: This is set up as a scheduled transaction in the Sample company, but this is the workflow to use an Unscheduled transaction.*
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    Click "Use"
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    Notice all of the details have populated. If there were any changes that needed to be made, now would be the time. Luckily, there are no extra charges this month, so you can leave everything as is.
    6
    Click "Save and close"

    📚 Get the Full Course

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    This exercise comes from our Level 1 ProAdvisor certification course. Do more like it and pass your QuickBooks Level 1 ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

    📝 Feedback

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    Questions/Problems/Concerns? [Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)