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A
arkvalleyinfo
December 11, 2018
Solved

If I write checks sometimes it recalls last transaction for vendor and sometimes it doesn't no matter which circle is checked in recall information preference?

  • December 11, 2018
  • 6 replies
  • 0 views
Original commenter did not share additional details
Best answer by BettyJaneB

Good day, turf7,

Let me help you out with this query.

You'll need to turn on the auto-recall transactions feature in QuickBooks in order for your transactions to be recalled.
Here's how:

  1. Click on Edit.
  2. Select on Preferences.
  3. Put a check mark on Automatically remember account or transaction information.
  4. Select on Automatically recall last transaction for this name.

I've attached a screenshot for you to be guided through the steps.

If the issue still persists, we can try to verify and rebuild your data in QuickBooks. This will help you fix a data integrity issues. Repairing QuickBooks will be a good idea too, this can fix program-related issues.

If none of these steps works on your end, I'd suggest giving us a call so our specialists can dig down on this and see what's causing the issue. Please refer to this link on how to reach them https://community.intuit.com/articles/1501563

You can always visit the Community if you need further assistance. Have a good one.

6 replies

BettyJaneB
BettyJaneBAnswer
December 11, 2018

Good day, turf7,

Let me help you out with this query.

You'll need to turn on the auto-recall transactions feature in QuickBooks in order for your transactions to be recalled.
Here's how:

  1. Click on Edit.
  2. Select on Preferences.
  3. Put a check mark on Automatically remember account or transaction information.
  4. Select on Automatically recall last transaction for this name.

I've attached a screenshot for you to be guided through the steps.

If the issue still persists, we can try to verify and rebuild your data in QuickBooks. This will help you fix a data integrity issues. Repairing QuickBooks will be a good idea too, this can fix program-related issues.

If none of these steps works on your end, I'd suggest giving us a call so our specialists can dig down on this and see what's causing the issue. Please refer to this link on how to reach them https://community.intuit.com/articles/1501563

You can always visit the Community if you need further assistance. Have a good one.

A
arkvalleyinfoAuthor
December 11, 2018
Didn’t work..an example would be a monthly bill to the landscaper for the same amount..Quickbooks will fill in address, account but not amount(same every month) or memo
    A
    arkvalleyinfoAuthor
    December 11, 2018
    Go into your vendor tab, edit vendor, clear all on the account settings tab. I just figured this out and it's been bothering me for years!
      qbteachmt
      qbteachmt
      December 11, 2018
      I prefer to use the default Accounts, and I do not like the Prefill or Recall settings and turn them off.
      qbteachmt
      qbteachmt
      December 11, 2018

      It matters if:

      You use Expenses tab or items tab or both.

      And edit the Vendor name to see if you put Default accounts here (up to 3 are allowed).

        D
        dudley817
        February 19, 2020

        Im running QB on a mac. It just started doing this. When i go to register to input a debit i tab over to deduction amount enter it and them it automatically categorized it as a PMT. How do i stop this? It will not let you click on the PMT box. It is not a payment its a debit. 

        C
        Charies_M
        February 19, 2020

        Thanks for checking this with us, dudley817.

         

        It's possible that deduction amount was entered under the Payment column instead of the Deposit column of your bank register. This is the reason why it automatically categorize it as payment.

         

        Since this is not a payment, you'll want to enter in Deposit column on the register. Another way to do this is to use the Make Deposits option.

         

        Here's how:

         

        1. Go to Banking.
        2. Click Make Deposits.
        3. Fill in the necessary information.
        4. Click OK.

        Also, I'd love to share the following resources to know more about the features and functions on QuickBooks Desktop for Mac:

         

        Drop a comment below if you need more help or other questions. It's always my pleasure to assist. Have a great day ahead.

        S
        SirMatthew
        November 22, 2020

        I have had this issue for YEARS and it drives me NUTS! I batch enter for a number of clients.  I will be able to enter about one month worth of transactions and then suddenly it stops recalling.  I save the transactions I am at.  Go to preferences, re-check the box to recall account and go back to batch entering and repeat this process countless times.  It is MADDENING.  I have tried the verify and rebuild, and it detects no issues with the file.  This has happened from desktop versions 2011 all the way through 2020.  I am working in 2020 this moment and it happened again.  

         

        WHY? There are no problems detected in the datafile when I verify data.   I have emailed and called support about this I don't know HOW many times because it is NOT working as it should.  I can't find any vendors with prefilled accounts in the Vendor center, and of course I can't find a report that lists this information.  That's HUNDREDS of vendors per client, thousands in all, to search.  I don't have that kind of time.  

         

        Intuit needs to FIX THIS ISSUE.  

        C
        Charies_M
        November 23, 2020

        I appreciate you for going into further detail on what you're trying to accomplish, SirMatthewIA.

         

        It's certainly a long time to be waiting for a resolution to an issue such as this. Since you're done verifying and rebuilding your data, we can try repairing QuickBooks this time to fix program-related issues.

         

        If the steps provided at above didn't make any difference, I suggest contacting our QuickBooks Care Support. I understand that you've already reached out to our support regarding this matter. However, this issue requires a thorough investigation that can best be handled by them.

         

        Here are the steps to contact support:

         

        1. Click Help at the top menu and select QuickBooks Desktop Help.
        2. In the Have a Question? window, enter a topic.
        3. Click Contact us.
        4. Hit the Stat Messaging button.
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        Please take note our operating hours for chat support depends on the version of QuickBooks that you're using. Please see this article for more details: Support hours and types.

         

        I'm only a post away if you have any other issues or concerns. I'll be more than willing to assist. Have a good one!

        E
        Ethel_A12
        February 19, 2023

        Thank you for getting back to us, @VegasMike.

        I'm glad to hear that the resolution by my colleague was able to help you resolve your issue. Don't hesitate to get back to us if you need our assistance. We're always here to help. Have a great day.

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