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L
LICCNYC
November 28, 2022
Question

categorizations for a payment don't recur

  • November 28, 2022
  • 1 reply
  • 0 views

under an "Admin" login I can write a check, and once the payee is selected,  categorizations I made on the last check to the payee will appear below (QB 2019 Desktop Pro).   But another user, who has full QB rights,  performs the same task (writing checks)  but doesn't get "last check's" categorizations.

 

anybody know where to go in QB to set this option (or fix the situation)? 

1 reply

M
mv32
November 28, 2022

Thanks for joining the Community, @LICCNYC.

 

It's a plus factor if we can automate almost all of the data in the system to lessen the workload. In QuickBooks, you can also set a few automation like what you have when creating checks.

 

I believe I know where to find this option. The other user with admin rights hasn't set up checking preferences. You may guide this user to edit the Checking preferences so that the check pre-fills previously entered categorizations.

 

Here's how:

  1. Go to the Edit menu and then select Preferences.
  2. Choose Checking and then select the default accounts to use under the My Preferences section for your checks and other transactions.
  3. In the Company Preferences section, check feature boxes that you want to automate.
  4. Click OK to save the changes.

 

In case you want to edit your preferences for your reports, I'd like you to check out this article: Set reports preferences.

 

Let me know if you have other concerns with setting your QuickBooks or company preferences. I'm always here to help. Have a great day!

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