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June 25, 2022
Question

When I try to enter a new bill under New Transaction when it comes up has the last transaction on new bill

  • June 25, 2022
  • 1 reply
  • 0 views
When I try to enter a new bill under New Transaction when it comes up has the last transaction on new bill

1 reply

June 25, 2022

Hi there, jdj6268-outlook-.

 

I can explain why the last transaction's information is showing when entering a new bill in QuickBooks Online (QBO).

 

QBO has this feature wherein transactions will be prefilled with previously entered information. This may have been turned on that's why your having this experience. If you wish to turn this off, you can do so by following the steps below:

 

  1. Go to the Gear icon.
  2. Under Your Company, choose Account and settings.
  3. Click the Advanced tab.
  4. Go to the Automation section and turn off the Pre-fill forms with previously entered content.
  5. Click Save, then Done.

Check out this article to help you customize your QBO settings to your preference: Edit company settings in QuickBooks Online.

 

Feel free to visit our Help Articles. This page contains a lot of questions about handling your business transactions, customer transactions, reports, and other topics. 

 

You know where to go if you need help with anything about QuickBooks. I'll be around to make sure your concerns are addressed. Have a good one.