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mox
December 1, 2021
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Is it possible to set up Auto-Fill for Account category into check register?

  • December 1, 2021
  • 1 reply
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            I’ve come to the forum Again for the same type of great Recommendations I have received in the past.

 I've been using Bank rules when my transactions are down loaded from the bank. This works just fine, not a problem

However currently I am manually typing in years old transactions, not available through a bank download.

 My question is, what are the steps to auto-fill accounts category in the check register while typing in payee?

I type in the date, check # then Payee. I would like the account category to auto fill.

I have tried editing payee name and adding account in the edit name form but it does not work, in that the account field does not auto fill.

I have also gone to "Banking"/”write checks”, and inserted account number where requested, this also doesn't work.

           

 I have just spent exactly an hour with two QB Reps trying to find out, If auto-fill while Manually inserting transactions into check register is possible.  

After answering questions like, How long have you been using QuickBooks? - How many users do you have? - How many employees do you have? - Would it be convenient for you to access your QuickBooks files from anywhere and anytime?

Then he went on with, Your success is very important to us. We just want to check if you are on track in maximizing your product and if your version is the right fit for your business.

We’ve now been into this question for 31 minutes. I ask again, Let’s try to start from the beginning. Can you provide to me steps to auto-fill accounts category into the register by typing in payee? Is this an option that is available in QuickBooks 2019 desktop version?

 He then lets me know my” Premiere version is a stand-alone version, whatever that is, and I would need to Purchase QuickBooks Pro Plus 2022 .  QuickBooks Online versions so that we can walk you in every step of the way in configuring this out for you.”

 

 

Best answer by AlcaeusF

Hello there, @mox.

 

Thanks for sharing the steps you've done and the detailed information about your concern. I'm here to answer your question about auto-fill in QuickBooks Desktop (QBDT).

 

In QBDT, you can turn on the auto-recall feature in the Preferences. This will automatically fill in or recall the transaction information you've entered.

 

Here's how to do it:

 

  1. In QBDT, go to the Edit menu at the top left.
  2. Click Preferences in the drop-down.
  3. Select General at the left pane, then proceed to the My Preferences tab.
  4. In the Automatically Recall Information section, place a checkmark on the Automatically remember account or transaction information.
  5. Pick Automatically recall last transaction for this name.
  6. Hit OK to complete. 

 

Once done, go back to the check register and try to enter a transaction first. After that, the information will be recalled once you enter the next transaction under the same name.

 

In case you have any other QuickBooks concerns in the future, you can always check our help articles: QuickBooks Desktop Help articles.

 

Stay posted if you have any other questions about the auto-recall feature by adding a comment below. I'm just a post away to assist you.

1 reply

AlcaeusF
AlcaeusFAnswer
December 1, 2021

Hello there, @mox.

 

Thanks for sharing the steps you've done and the detailed information about your concern. I'm here to answer your question about auto-fill in QuickBooks Desktop (QBDT).

 

In QBDT, you can turn on the auto-recall feature in the Preferences. This will automatically fill in or recall the transaction information you've entered.

 

Here's how to do it:

 

  1. In QBDT, go to the Edit menu at the top left.
  2. Click Preferences in the drop-down.
  3. Select General at the left pane, then proceed to the My Preferences tab.
  4. In the Automatically Recall Information section, place a checkmark on the Automatically remember account or transaction information.
  5. Pick Automatically recall last transaction for this name.
  6. Hit OK to complete. 

 

Once done, go back to the check register and try to enter a transaction first. After that, the information will be recalled once you enter the next transaction under the same name.

 

In case you have any other QuickBooks concerns in the future, you can always check our help articles: QuickBooks Desktop Help articles.

 

Stay posted if you have any other questions about the auto-recall feature by adding a comment below. I'm just a post away to assist you.

    M
    moxAuthor
    December 2, 2021

    Thank so much Fritz.

     I knew it had to be simply a few key strokes.

     Mox

     

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