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December 7, 2020
Question

When I am invoicing I sometimes have multiple transactions on the same date, I don't want to add date for each transaction can I change a setting somewhere??

  • December 7, 2020
  • 1 reply
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1 reply

JoesemM
December 7, 2020

Hello there, @usermcwtipp.

 

QuickBooks uses today's date by default every time you create a transaction. However, you can use the Auto-recall to pre-fill transactions feature. This will fill in the rest of the transaction. Let me show you how:

 

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Choose Pre-fill forms with previously entered content to enable auto-recall. Check the box to enable the auto-recall feature.
  5. Select Save at the bottom of the Automation box, then Done to record your changes.

 

In case you don't want to use the auto recall feature, you can uncheck the box disable it.

 

For more details about it, please click this article: How to use auto-recall to pre-fill transactions.

 

For more details on how to create an invoice and receive payment, just click this article: Create invoices in QuickBooks Online.

 

In case you want to personalize the appearance and layout of your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if there's anything else you need help with QuickBooks. I'm always around whenever you need help. Take good care!