Skip to main content
G
Greenivy96
February 11, 2024
Question

Automatically copying memo line in a Journal Entry

  • February 11, 2024
  • 2 replies
  • 0 views

When I am entering a General Journal Entry, how can I get the memo line entry to automatically copy down to the next line? I know this was a preference quite a while ago, but I can't find it now nor can I figure it out. Any help is appreciated.

2 replies

R
Rea_M
February 11, 2024

You're right that the feature to automatically duplicate the memo line entry to the next line when creating a journal entry is present in QuickBooks Desktop (QBDT), Greenivy96. Since it's not working as expected, we need to verify if the Autofill memo in general journal entry option is enabled in your Preferences.

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Choose the Accounting menu and go to the My Preferences tab.
  4. Make sure the Autofill memo in general journal entry box is checked.
  5. Click OK. 

 

Afterward, go to the Company menu to make a journal entry.

 

If the system's issue persists, there may be a minor data problem with your company file. To address this, you can follow the suggested solutions in this article: Fix data damage on your QuickBooks Desktop company file.

 

Additionally, if you ever need to reverse, edit, or delete a journal entry in QBDT, you can find assistance in this article: Journal entries in QuickBooks Desktop for Windows or Mac.

 

Please don't hesitate to drop your comment below if you have any other concerns about creating general journal entries. We in the Community are always here to help you out.

BigRedConsulting
BigRedConsulting
February 11, 2024

@Rea_M  RE: Since it's not working properly, we recommend updating the software to the latest release to ensure it has the newest fixes and patches. We'll walk you through the process below.

 

Copying the memo down has been a feature for years and years and is available in R1 of every current QB version year, for some SKUs. Updating to the latest release isn't going to change anything for the user.

 

Instead f leading the customer down a rat-hole, why not just explain why the customer may or may not have the option and functionality? It's not really that hard, is it? You are after all here answering questions and presenting yourself as a QuickBooks expert.

R
Rea_M
February 11, 2024

Thanks for pointing that out, BigRedConsulting. I appreciate it.

I've updated my previous response to address the information and troubleshooting provided. Please keep assisting us with any QuickBooks inquiries here in the Community.

BigRedConsulting
BigRedConsulting
February 11, 2024

I think the option is only available for the Accountant editions, and perhaps all Enterprise editions.

 

From the QB Menu at Edit | Preferences, enable it with this preference:

 

If you don't see the preference, then you don't have a QB edition /SKU that supports the option.

Terms & ConditionsAccessibility statement