How do I copy a recurring transaction?



1.Open the account that you want to use.

2.In the accounts payable register, select the transaction you want to copy.

3.Choose Edit menu > Transaction > Copy transaction(s).

4.Place the cursor on a new line in the register.

5.Choose Edit menu > Transaction > Paste transaction(s).

6.Choose Edit menu > Transaction > Form to open the transaction and use the pop-up calendar to change the date.

7.Enter changes as necessary.

8.Click Save.

Notes

If you receive a bill from the same vendor on a regular basis, you can copy the original transaction to a new line in the accounts payable register so that you won't have to reenter the information.

This feature requires Quicken Home & Business or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

 

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