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March 5, 2020
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sales invoices

  • March 5, 2020
  • 1 reply
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When I open my sales invoice to create a new one, the previous one still shows. It is posted but I would rather open to a clear invoice screen. I solved this once before but now I cannot remember and cannot locate anything on the help button. THANK YOU!

Best answer by AndréB12

Hello again Glenda7

 

QuickBooks Online is built with a focus on simplifying your bookkeeping, and saving you time. This includes powerful automation settings, which can instantly enter previously used information when you create a new transaction. This is incredibly useful if you create a lot of similar transactions under the same customer or supplier, but I can see the advantage of disabling it. I'll be happy to help get a clear invoice screen every time.

 

This option can be managed at any time, allowing you to freely decide if you want to use it. It just takes a few clicks to disable it:

  1. Click on the Gear icon and select Account and Settings.
  2. Head to the Advanced tab and find the Automation section.
  3. Set Pre-fill forms with previously entered content to Off.
  4. Click Save then Done.

Now you'll be given a fresh new invoice every time, allowing you to start entering information without clearing the existing content.

 

Hope this helps!

1 reply

AndréB12Answer
March 5, 2020

Hello again Glenda7

 

QuickBooks Online is built with a focus on simplifying your bookkeeping, and saving you time. This includes powerful automation settings, which can instantly enter previously used information when you create a new transaction. This is incredibly useful if you create a lot of similar transactions under the same customer or supplier, but I can see the advantage of disabling it. I'll be happy to help get a clear invoice screen every time.

 

This option can be managed at any time, allowing you to freely decide if you want to use it. It just takes a few clicks to disable it:

  1. Click on the Gear icon and select Account and Settings.
  2. Head to the Advanced tab and find the Automation section.
  3. Set Pre-fill forms with previously entered content to Off.
  4. Click Save then Done.

Now you'll be given a fresh new invoice every time, allowing you to start entering information without clearing the existing content.

 

Hope this helps!