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brooksy2491
Level 1

Is it possible to set up QBO to remember category and sales tax item when writing cheques to suppliers? Thanks

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

Is it possible to set up QBO to remember category and sales tax item when writing cheques to suppliers? Thanks

Yes, you can do this by turning on the Pre-fill forms with previously entered content feature within your Account and Settings.

 

Here’s how:

 

  1. Click the Gear icon > Account and settings, then go to the Advanced tab.
  2. In the Automation section, click the pencil Edit icon.
  3. Turn on the switch for Pre-fill forms with previously entered content.
  4. Click Save, and then select Done.

Once enabled, the next time you write a check and select your supplier, QuickBooks will automatically fill in the category and sales tax used on their most recent transaction.

 

To learn more about these changes, see this guide: Use auto-recall to pre-fill transactions in QuickBooks Online.

 

If you have additional questions or concerns, just leave a comment below.

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