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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?

 
Best answer 12-10-2018 07:14 PM

Accepted Solutions
QuickBooks Team

Good day, turf7, Let me help you out with this query. You...

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.

13 Comments
QuickBooks Team

Good day, turf7, Let me help you out with this query. You...

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.

Not applicable

Didn’t work..an example would be a monthly bill to the la...

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
Active Member

I have the same problem.  Most likely an issue with QB De...

I have the same problem.  Most likely an issue with QB Desktop Pro 2018, since I updated it.
Not applicable

Go into your vendor tab, edit vendor, clear all on the ac...

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!
Established Community Backer ***

I prefer to use the default Accounts, and I do not like t...

I prefer to use the default Accounts, and I do not like the Prefill or Recall settings and turn them off.
Established Community Backer ***

It matters if: You use Expenses tab or items tab or both....

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).

Active Member

Re: Go into your vendor tab, edit vendor, clear all on the ac...

Thank you SO much! this has also been bothering me for years, but you finally fixed it for me!!

Established Member

Re: Go into your vendor tab, edit vendor, clear all on the ac...

I was hoping this was the answer --- nope.

 

My check box just cleared itself again so I immediately checked the name out --- not a vendor -- it is a name in the "Other Names" list and no preferences for accounts for them.

 

I am using the 2017 Desktop Accountant's version; I don't remember this issue in the earlier versions?

 

It doesn't seem to matter which of the choices I make under the "automatically remember..." -- I've tried them both.  It will work for a few entries (I use the batch enter transactions because I am entering 20-40 transactions at a time from multiple names --- Others, Vendors...)

QuickBooks Team

Re: Go into your vendor tab, edit vendor, clear all on the ac...

Hello LorryMarie,

 

Thank you for posting here in the Community. It would be my pleasure to answer any questions you may have regarding auto-filling transactions in QuickBooks Desktop.

 

Since you didn't notice this issue happening with your older version of QuickBooks, I recommend making sure to update QuickBooks to the latest release. I'm adding steps down below that you can follow:

 

  1. Click the Help tab at the top menu bar.
  2. Click Update QuickBooks Desktop.
  3. Go to the Update Now tab.
  4. Put a check mark beside Reset Update.
  5. Click Get Updates.

If you're still getting the problem, I recommend reaching out to one of our Technical Support Specialists. They'll be able to pull up your account perform additional troubleshooting about the issue.

 

I'm adding the steps below on how you can reach them:

 

  1. Click the Help tab at the top menu.
  2. Click QuickBooks Desktop Help.
  3. Click Contact us.

Please know I'm always available here for any additional questions or assistance that you need with creating transactions.

Active Member

Re: Go into your vendor tab, edit vendor, clear all on the ac...

I'm having this same issue.  It's super annoying.  Following this for a solution.

QuickBooks Team

Re: Go into your vendor tab, edit vendor, clear all on the ac...

Hello VLW57,

 

i appreciate you for joining this thread here in the Community. I'm here to answer any questions you may have about auto-filling transactions in QuickBooks Desktop.

 

I recommend following the troubleshooting I've added above regarding updating the QuickBooks Desktop program into the latest release. These updates will ensure your program database is up to date with the features.

 

If you're still getting the same results, please proceed with reaching out to our Support Specialists. I want to make sure one of our support will be able to investigate the problem on your end.

 

  1. Click the Help tab at the top menu.
  2. Click QuickBooks Desktop Help.
  3. Click Contact us.

These steps are also available from our support article which you can bookmark on your current browser:

 

Update to the latest release of QuickBooks Desktop.

 

Please don't hesitate to let me know if you need further help with auto-filling entries. Wishing you all the best.

Community Explorer **

Re: Go into your vendor tab, edit vendor, clear all on the ac...

I've been working in QuickBooks since before there was a version number.  Recently started using this Accountant Batch Feature because I dont need a lot of notes at the bottom.  My QBES17 Accountant version is doing the same thing.  Out of nowhere it all of a sudden the preference to automatically recall is unmarked totally.  Put it back, works for awhile and then BAM, gone again.  And yes i do keep my QB updated.  I have over 100 clients, have to stay on top of things.  This is a new one to me.

Highlighted
QuickBooks Team

Re: Go into your vendor tab, edit vendor, clear all on the ac...

Hi there, @crystala.

 

I'd be glad to help check why the preference to automatically recall transaction is unmarked in QuickBooks Desktop (QBDT).

 

Since you're QBDT is always updated and the issue happens, you may need to verify and rebuild your QuickBooks data to help us isolate the cause of this unexpected behavior. For the detailed steps, you  may check this article: Verify and Rebuild Data in QuickBooks Desktop.

 

If the issue persists, I suggest contacting our Support Team to check and investigate this further securely. For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team.

 

Please feel free to add a post/comment below if you have any other QuickBooks questions. I'll be around to help you!