Question

Autofill

6 replies
43 views

We are using QB 2014 Accountant for keeping records of church giving. The email address field will not autofill when sending a report of giving from the customer information screen or from the customized giving report.

QuickBooks Desktop

J

Joseph_A

Let me share some insights about the email address in QuickBooks Desktop, @Ellie46.

You can set your email inside QuickBooks Desktop and it will reflect on the forms that you'll send to your customers.

Here's how:

On your QuickBooks Desktop, go to Edit then Preferences.
Select Send Forms, then under My Preferences click Add.
Enter your Email I.D and select your Email Provider.
Once done click OK.

I also recommend upgrading your QuickBooks to the latest version and latest release. You may follow this article for the process: Update QuickBooks Desktop to the latest release.

I'm just around if you need additional help. Stay safe and take care.

E

Ellie46Author

My email address shows on the report okay.

It is the customer's email that I'm trying to get to autofill when I email the report.

Thank you!

Z

ZackE_

Moderator

Thanks for the additional info, Ellie46.

When reviewing reports from your Customer Information screen, you'll be presented with a preview of each one prior to sending them. Once you've finished previewing, you can select the Email drop-down menu, then Send report as Excel or Send report as PDF. On your Send Report window, the customer's email can be entered in the TO field.

Currently, there isn't a process for autofilling this information. It has to be entered manually each time.

If you'd like to submit a product suggestion, here's how:
1. In the top menu bar, expand your Help drop-down.
2. Move your cursor over the Send Feedback Online option, then select Product Suggestion....

Your feedback is definitely valuable. It will be reviewed by our Product Development Team and considered in future updates.

Here's a resource about sending emails which may come in handy: Set up & modify Scheduled Reports

If there's any questions, I'm just a post away. Enjoy the rest of your day!

R

Richard-EVS

On Journal Entries, there are multiple columns: Account, Debits, Credits, Description, Name, Class

When I have a Journal Entry, I start from left to right filling in the first line. When I go down to the second line, the Description autofills and I love that. But I want autofill to work on the Name and Class. I don't how to turn on autofill to capture what I typed in the first line on Name and Class. Does anyone know if that can be done? I would think it could be done because it autofills the Description.

Jen_D

Level 8

It's nice to see you here today, @Richard-EVS,

Based on the terminologies used on your post, it looks like you're referring to the journal entries in QuickBooks Online. I can share some insights about the auto-fill preference for JEs of this product.

At the moment, the prefill options available for journal entries are for certain fields like Description and Locations. The option to automatically fill the Name and Class information is currently unavailable. You need to do a manual entry for these fields, because not all accounts will require names or categories.

This suggestion, however, is a great addition to our program. Please know that we take your requests or suggestions seriously, and our engineers are working hard towards this goal. We can't provide the turnaround time if they will release additional journal entry settings, because they work on this internally.

Don't worry, if there are new updates for QuickBooks transactions and preferences, it will be communicated through in-product ads. You can also check out these links to be updated with the recent and upcoming changes for our QuickBooks products:

I'll be right here if you need further assistance with your journal entries and other things in QuickBooks. Just leave a comment below. Have a nice day!

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