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dairydetippe
March 16, 2020
Question

Connect a customer to a single account for entering transactions

  • March 16, 2020
  • 1 reply
  • 0 views

Hi there,  when I am in the "Add Multiple" screen of my bank feeds, I have a particular payee who is always associated with the same account, always.  So quickbooks asks me "Would you like to use this account for all transactions associated with this payee?"  I click yes, because that would be super helpful.  But the next time that payee comes up, it asks me again....every time!  It is frustrating, why doesn't quickbooks listen to me when I say yes?  What am I doing wrong?  Or is there another way to associate this particular payee with that particular account so it automatically populates?  Thanks. 

1 reply

A
AndréB12
March 16, 2020

Hi dairydetippe,

 

I'm happy to see you're using the bank feed to streamline your bookkeeping. It's a simple and reliable way to automate a large portion of your data entry, with the added benefit of making reconciliations easier. I'll be happy to help you maximize the amount of time saved.

 

You can set the program up to automatically pre-fill some information in just a few easy steps: 

  1. From the Home screen select the Edit menu.
  2. Select Preferences.
  3. Select the General tab.
  4. On the right pane, select the My Preferences tab.
  5. Select the Automatically remember account or transaction information checkbox.
  6. Select OK.

If you're still seeing the same behaviour, I'd really like the opportunity to take a closer look. Our agents are great help in these situations and have the ability to use screen share sessions and other tools to help resolve your issues. They'll be able to really look into this to find out exactly what's causing this. You can read about our support policies here: Intuit QuickBooks Desktop software support policies.  

 

Let me know how this goes!

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