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marvelglassllc
Jan 18, 2019 2:21 AM UTC
Solved

Stop Auto-fill of Payee on Checks

I don't want my p.o. number to be automatically created on my purchase orders. How do I stop this from happening?

JenoP
JenoPAnswer
Jan 21, 2019 7:00 AM UTC

Hi again, marvelglassllc.

 

Turning off the auto-recall feature will not remove details from previously created transactions. You can also go to the Customer Center to get a list of all invoices. Here's how: 

 

  1. Go to the Transactions tab in the Customer Center.
  2. Select Invoices.
  3. Select All for Date. 

Let me know if you have other questions. 

 

 

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3 replies

JenoP
JenoP
Jan 18, 2019 5:25 AM UTC

Hi there, marvelglassllc.

 

You can go to the Preferences window to turn off the Auto Recall feature in QuickBooks Desktop. Here's how:

 

  1. Click the Edit menu, then look for Preferences.
  2. Go to the General tab, then select My Preferences.
  3. Under the Automatically Recall Information section, uncheck the Automatically remember account transaction box.
  4. Click OK.

Check out the screenshots below for more details. You can also reply to this thread if you have follow-up questions. 

 

 

 

 

    marvelglassllcAuthor
    Jan 19, 2019 7:27 PM UTC

    Hi there,
       Thank you for the reply. I went ahead and tried this but was concerned that by selecting this preference it may not automatically recall other information that was handy to have. I'll have to mess around with it a bit more and see just what changes and what doesn't, but I did try and pull up my previous Invoices for the 4 or 5 different customers I've had in the few days I've had QB up and running and NONE of the item fields were populated with the previous information that had been there before. I'm not sure if it was from selecting this preference or not and I haven't had a lot of time to check it out, but can you tell me what is the easiest way to view and/or edit previous made invoices? Like a list of all invoices? Thank yo for the help.

    JenoP
    JenoPAnswer
    Jan 21, 2019 7:00 AM UTC

    Hi again, marvelglassllc.

     

    Turning off the auto-recall feature will not remove details from previously created transactions. You can also go to the Customer Center to get a list of all invoices. Here's how: 

     

    1. Go to the Transactions tab in the Customer Center.
    2. Select Invoices.
    3. Select All for Date. 

    Let me know if you have other questions. 

     

     

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