Make a journal entry recurring

Repeat an entry such as a monthly accrual. Journal entries appears when Advanced accounting is turned on in Features.

Make the schedule

1. Open the entry from Journal entries.
2. Under Actions, select Make recurring.
3. Check the copied lines under What repeats.
4. Enter a Schedule name.
5. Choose Repeats and Every, then the day in On for weekly or On day for monthly.
6. Enter a Start date of today or later.
7. Under Ends, choose Never, After a number of times or On a date.
8. Choose Save as a draft or Post to the ledger.
9. Check the Person each entry is created as. It's you, unless you're an owner and choose someone else.
10. Select Save schedule.

Entries created by invoices, bills and other records, closing entries and reversals don't offer Make recurring.

What each entry gets

Each entry copies the description, reference and every line's account, debit, credit, memo and coding, dated on its scheduled day. Nonprofit fund coding is kept exactly.

Post to the ledger posts each entry on its date with the same checks as posting by hand. You need Post journal entries to choose it, and so does the person it runs as.

With Post to the ledger, a date in a closed or locked period, or past your backdating limit, fails and creates nothing. The business's owners are emailed, and the schedule still runs on its next date. With Save as a draft, the draft is still created on that date; the closed period or backdating limit stops it only when someone tries to post it.

An account on a line that is no longer active also makes that date fail. After 3 such failures in a row, the schedule pauses. See Recurring invoices, bills and journal entries for run history.