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Chadwelch1
May 15, 2024
Question

Quickbooks Online from Quickbooks desktop

  • May 15, 2024
  • 1 reply
  • 0 views

Quickbooks Online from Quickbooks desktop I would like to set the default date for any new transaction to todays date! Anybody have a clue how to resolve this.

1 reply

JaeAnnC
JaeAnnC
May 15, 2024

We're pleased to see you here, @Chadwelch1. I've got ways to ensure the current date reflects on your transactions as default in QuickBooks Online (QBO).

 

QBO utilizes the previous transaction's date as the default when creating a new entry. For example, you entered an invoice and set the date to 05/01/2024. Once you've saved and closed that invoice, the same date will reflect the next time you record another one. That said, you need to set it back to the current date.

 

Alternatively, let's disable the Pre-fill forms feature on your transactions to prevent the system from copying the details of the previously created entry. Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Click the Advanced tab.
  3. In the Automation section, switch off the Pre-fill forms with previously entered content.
  4. Click Save, then Done.

 

I also recommend checking your computer's time and date settings to see if it reflects the current date. 

 

If none of the situations above apply, let's troubleshoot your browser to clear the corrupted cache that causes the issue. First, log in to your account in an incognito window. Please refer to these keyboard shortcuts:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

Once resolved, you can return to your regular browser to clear its cache or switch to another compatible one.

 

Moreover, you'll might be interested in importing your data to QBO to save time from entering them individually.

 

You're always welcome to post in the Community space if you've got additional concerns about your transaction's date. Our team is quick to respond to address your queries. Have a great rest of the day.

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Chadwelch1Author
May 15, 2024

I have done all of that.  But if I am inputing a bill that has a different date, then come back to make an invoice the date is always off.  I try to catch it but sometimes I don't and have to go back, find the invoice and change the date.  In QUICKBOOKS DESKTOP, there was a preference that you could toggle it to default to todays date.  I was just wondering if they had that in Quickbooks Online.

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ChristineJoieR
May 15, 2024

Your feedback is valuable to us, @Chadwelch1, as it helps us improve our systems and services for a better experience while using QuickBooks Online. 

 

Please know that there are specific default features designed within the invoice that use the same date, and the only way to resolve this is to set it back to the current transaction date as mentioned by my colleague above. 

 

With that, I suggest sending feedback to our product developer. This way, they'll see your recommendation and consider counting it in the subsequent schedule update.

 

Follow the steps below:

 

  1. You can go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Our Product Development team receives your statements (QBO) through the feature request link: QuickBooks Online Feature Requests website.

 

Additionally, there are two ways to display your QuickBooks preferences. See this article for your guide: Switch between Business and Accountant view in QuickBooks Online.

 

If you have any further concerns or questions regarding the chart of accounts or any other aspect of QuickBooks, please don't hesitate to let me know. I'm here to assist you.

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