Skip to main content
September 24, 2022
Question

HOW DO I GET THE ACCOUNT CATEGORY TO FILL IN WHEN I ENTER A CHECK

  • September 24, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Adrian_A
September 24, 2022

Hello there, RONTCPA.

 

QuickBooks has a way to remember the items and payee you've entered and saved before. I'm here to guide you through the steps to turn this feature On.

 

Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced tab.
  3. Click the edit (pencil) icon on the Automation section.
  4. Toggle the Pre-fill forms with previously entered content button to On.
  5. Click Save and then Done.

 

I've also added this reference as your guide in managing expenses: Enter and manage expenses in QuickBooks Online.

 

I'm just a post-away if you have questions about recording transactions.