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September 26, 2022
Question

Automating Sales Receipts

  • September 26, 2022
  • 7 replies
  • 48 views

Hello,

 

RE: Quickbooks Desktop: Nonprofit Ed

 

I'm looking for ways to save time when I record sales receipts/donations. I've found that I can automate the payment method for individual customers, so that I don't have to select their way of paying/donating each time.

 

One way that I'm interested in saving time is by assigning preferred item numbers to individual customers, so that when I enter a new sales receipt/donation the item number they are usually giving toward automatically populates. Does anyone know if this is possible in Quickbooks? 

 

Thank you!

7 replies

JenoP
QuickBooks Team
September 26, 2022

Allow me to join you here and offer my help , CJP4.

 

QuickBooks has an automation feature.  When you enter a new transaction, the program automatically fills out the form with information you entered in the last transaction of that type for that person. 

 

Here's how to turn it on:

 

  1. Go to the Edit menu and select Preferences.
  2. Look for General in the left-hand side and click on it. Then, proceed to the My Preferences tab.
  3. Check the box for Automatically Recall Information.
  4. Select Automatically recall last transaction for this name.
  5. Click OK

 

 

Let me know if that answers your question about automatically adding items when creating sales transactions. Please don't hesitate to join us back in the Community if you need anything else. 

BigRedConsulting
Level 15
September 27, 2022

@JenoP 

The preference you mention doesn't seem to change anything for sales receipts. When you tried it, do your sales receipts prefill as the OP requested?  They don't for me.

CJP4Author
September 30, 2022

Right, while that setting change does affect what pulls when entering bills in Accounts Payable, it does not provide a solution for sales receipt automation.