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Elaine C
September 20, 2021
Solved

auto-recall to pre-fill transactions (desktop edition)

  • September 20, 2021
  • 1 reply
  • 0 views

Hi QB Community, can someone advise how to turn on the above settings please?  I see a post by QB team on the above topic for QBO edition.  I am looking for advice on Desktop Premier 2013 edition.  Thank you.  

Best answer by Ashleigh1

Hello Elaine C, thanks for coming back to us, So you could use the memorise transaction option in the invoice screen. if you have a look at this link it tells you more about it. 

1 reply

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Ryan_M
September 20, 2021

I can walk you through the steps on how to enable to pre-fill option in QuickBooks Desktop (QBDT), @Elaine C.

 

Here's how:

 

  1. Go to the Edit menu, then select Preferences.
  2. Click General.
  3. Look for the Automatically Recall Information section, then tick to enable it. 

 

You then have two options, these are:

 

  • Automatically recall last transaction for this name
  • Pre-fill accounts for vendor based on past entries

 

Take a look at this screenshot for your reference:

 

 

Keep in mind that these options apply exclusively to vendors in QBDT. If you need to work with sales transactions, I suggest you view this article: Create, edit, or delete memorised transactions.

 

Tag me in a comment below if you have other questions about this process. I'll be around to help you out. Enjoy the rest of the day!

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Elaine CAuthor
September 20, 2021

@Ryan_M  thank you for the steps.  For the 2nd option, "pre-fill accounts for vendor based on past entries", I don't see much in terms of pre-filled, except for address field which is auto filled up with vendor address.  is this what to expect?

 

By and large, I was hoping either for something similar to my screenshot with the top 3 line items being repeated only.  The rest of the lines could change with every cheque.  It will be quite confusing if I choose the first option (automatically recall last transaction for this name) and have to delete those lines that will be unwanted for every new cheque.

 

Alternatively, I am looking for auto-fill like how our mobile phone's keyboard works.  eg If I key "tr", the often used/popular options will appear eg train, tree, trash etc.  Any advise?

A
Ashleigh1Answer
September 20, 2021

Hello Elaine C, thanks for coming back to us, So you could use the memorise transaction option in the invoice screen. if you have a look at this link it tells you more about it. 

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