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lawko
Level 1

New expense brings up previous expense items

Howdy folks

When i create a new expense and choose a supplier like my bank, it will auto fill the item lines with the previous expense entered.  The values, taxes, descriptions, memo all match.

If i edit them it does create a new expense.

 

Is this by design or is something wonky?

Solved
Best answer April 23, 2024

Best Answers
JamesM4
QuickBooks Team

New expense brings up previous expense items

Hello lawko,

 

Welcome to the Community. I'll be happy to provide the assistance you need so you can continue to navigate the program with peace of mind. 

 

Based on what you've described, I see you're describing the Auto-recall feature. This feature can be turned on or off under Accounts and Settings only. I recommend following the steps below to turn it off. Please make sure your changes are fully saved so the changes can stick even when you log out and log back in. 

 

  1. Go to Settings ⚙ and select Account and settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Turn on Pre-fill forms with previously entered content switch to enable auto-recall. Turn off the switch to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation section, then Done to record your changes.

Give this a try and let me know what happens. I'll be one message away in case you need anything else. 

View solution in original post

1 Comment 1
JamesM4
QuickBooks Team

New expense brings up previous expense items

Hello lawko,

 

Welcome to the Community. I'll be happy to provide the assistance you need so you can continue to navigate the program with peace of mind. 

 

Based on what you've described, I see you're describing the Auto-recall feature. This feature can be turned on or off under Accounts and Settings only. I recommend following the steps below to turn it off. Please make sure your changes are fully saved so the changes can stick even when you log out and log back in. 

 

  1. Go to Settings ⚙ and select Account and settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Turn on Pre-fill forms with previously entered content switch to enable auto-recall. Turn off the switch to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation section, then Done to record your changes.

Give this a try and let me know what happens. I'll be one message away in case you need anything else. 

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