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Lizziebeth10
August 3, 2023
Question

DEFAULT PRODUCT/SERVICE ON SALES RECEIPT

  • August 3, 2023
  • 1 reply
  • 0 views

99% of the sales receipts we enter are for the same product/service (we're a church; the receipts are donations to the general fund). 
How do I get the sales receipt to automatically populate with that product/service when it loads?  It would save several clicks per receipt, and when one is entering 50-100-150 receipts each week, the time adds up, as does the wear and tear on the fingers.

 

1 reply

A
AbegailS_
August 3, 2023

Hi there, @Lizziebeth.

 

I can share information about creating pre-populated sales receipts in QuickBooks Online. Right now, creating a recurring transaction is the only available way to pre-fill the information you need.

 

It allows the system to create the transaction on your behalf using the template you created. However, this is only available for the Plus and Essentials versions.

 

In case you need the steps, here's how:

 

  1. Click the Gear icon in the upper-right corner and select Recurring Transactions.
  2. Choose the New option in the upper-right part of your screen. 
  3. Under Transaction Type, press Sales Receipt.
  4. Hit OK. 
  5. Fill in necessary information.
  6. Click Save template.

 

Please also check the auto-recall feature to see if it helps you pre-filling QBO transactions. Please follow these steps:

 

  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. Uncheck the box to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation box, then Done to record your changes.

Additionally, I recommend the following resource for further information about using recurring transactions: Create recurring transactions in QuickBooks Online.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post, and I'll get back to you. Take care always.

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