Bring the Records Up to Date: Using Quickbooks

In this exercise, you will use the recurring transactions to have all transactions posted up to June 30, 2026 (as we are working in the future, they will not post automatically, so we have to manually use these templates). Watch your dates, as the transactions are not all posted on the same day; for example, the 15th versus the end of the month.

In the Recurring Transactions area, use the three recurring transactions to post the transactions up to June 30, 2026. You will be using the recurring transactions multiple times. Hint: To use a template from the Recurring Transactions list, click the drop-down in the Action menu and click Use. Edit the created transaction to suit. Using a template just means you are creating a new transaction. You will be creating several transactions from the templates to get to June 2026.

For any recurring transactions that are not completed, edit their start dates to July 2026 and reduce the occurrences accordingly; pause those that are completed.