How to Post a Recurring Journal Entry

Learn how to successfully post a recurring journal entry for the current period using the myStartUpCFO platform.

July 7, 2026 By Aasma Technology Solutions

This guide explains how to post a recurring journal entry for a specific period in myStartUpCFO. Completing this ensures that your scheduled financial entries are accurately recorded and finalized for the current accounting period.

This process applies to accountants and financial controllers managing period-end close procedures. Use this workflow when you are ready to execute and confirm your pre-configured recurring financial entries.

Step #1: Go to the Recurring Journal Entries section — Go to the **Recurring Journal Entries** section

Step #2: Locate the entry you want to process and click the Post button in its row. — Locate the entry you want to process and click the **Post** button in its row.

If you hover over the Post button, a tooltip will appear indicating the specific period (e.g., "Post Jul 2026") that will be recorded.

Step #3: Review the entry details in the Post Current Period modal, then click Confirm Post to finalize the journal entry. — Review the entry details in the **Post Current Period** modal, then click **Confirm Post** to finalize the journal entry.

Step #4: Confirm that the Recurring Journal Entry has been posted successfully and that its status has been updated accordingly. — Confirm that the Recurring Journal Entry has been posted successfully and that its status has been updated accordingly.

The posted Recurring Journal Entry is now available in the connected QuickBooks account.

The Post feature allows users to send Recurring Journal Entries to QuickBooks while maintaining accurate status tracking and transaction records within the application.