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A
azzapas-bigpond-
August 26, 2021
Question

How do I enter a further expense for an existing supplier without the old information coming up?

  • August 26, 2021
  • 1 reply
  • 0 views
I have just started using QuickBooks so am adding a whole heap of expenses, as I put in the expense and the details for the new supplier it is fine the first time, however, when I try and add another expense for an existing supplier, all of the old information comes up from the previous expense, rather than an empty expense screen ready to fill in. Is this normal?

1 reply

C
Catherine_B
August 26, 2021

I got you, azzapas-bigpond-!

 

Let me help you turn off the auto-recall feature to stop it from pre-filling transactions.

 

I'll show you the easy steps: 

 

  1. Go to the Gear icon and click Account and settings.
  2. From the left menu, click Advanced.
  3. Under the Automation section, Uncheck the Pre-fill forms with previously entered content to enable auto-recall box to disable the auto-recall feature.
  4. Select Save at the bottom of the Automation box, then Done to record your changes.

If you wish to have a pre-filled sales transaction to use for a customer, you can set up a scheduled transaction or create a recurring transaction template for those without a regularly scheduled interval.

 

Feel free to check out these links that will help you manage your supplier transactions after recording them: 

 

I'm just here to help you if you need anything else with handling your supplier workflows. I'm just here ready to assist. Take care!

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