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Brandi T
August 8, 2022
Question

Auto-recall to pre-fill transactions (Desktop Mac)

  • August 8, 2022
  • 1 reply
  • 0 views

Can someone advise on how to enable the auto-recall to pre-fill transactions on QB Desktop for Mac?

1 reply

M
MirriamM
August 8, 2022

I'd be happy to help you use the auto-recall feature in QuickBooks Desktop for Mac, @Brandi T.

 

You can go to the Preferences window and enable the pre-fill accounts feature. Doing this will automatically fill in or recall the transaction information you've entered.

 

Here's how to turn it on:

 

  1. On your QuickBooks Desktop (QBDT) for Mac account, click the Edit menu at the top.
  2. Choose Preferences.
  3. Select General, and then My Preferences.
  4. Go to the Automatically Recall Information section and tick to enable it.

 

From there, you'll have two options to select, these are:

 

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

 

Once done, click OK to save the changes.

 

To learn how to manage your QuickBooks Desktop for Mac account, you might want to read this user guide: User Guide for QuickBooks for Mac.

 

Please know you can continue to reach me here with any additional questions. I'll be around to provide further assistance. 

B
Brandi TAuthor
August 8, 2022

Thank you for your quick reply Mirriam however, I saw these instructions prior to opening my inquiry and found that the preference and general options are not available under the edit menu.  I've attached a screen shot of the edit menu options.  Please note we're using Desktop for Mac.

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Giovann_G
August 8, 2022

Thanks for providing a screenshot, Brandi.

 

My colleague's instructions should point you in the right direction for enabling the pre-fill feature.

 

You may have experience some data issue, or your QuickBooks Desktop for Mac is outdated. Let's ensure to update your QuickBooks software to the latest release. Then, you can run the verify and rebuild data to ensure your company file is free from any data damaged.

 

After that, you can quickly access the Preferences page using the shortcut key listed below.

 

If the issue persists, I suggest contacting our QuickBooks Desktop Support. They have the tools to pull up your account and submit a ticket for further investigation. Please go to the Help menu, then select QuickBooks Help.

 

You can also use this link to reach them outside QuickBooks: Contact Us.

 

I also encourage you to visit our QuickBooks Help Article page for future reference. This contains some topics and discussions to help you complete some of your QuickBooks tasks.

 

If you need further questions or concerns, don't hesitate to post again. We're always available to help you.

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