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Elaine C
Level 2

auto-recall to pre-fill transactions (desktop edition)

Hi QB Community, can someone advise how to turn on the above settings please?  I see a post by QB team on the above topic for QBO edition.  I am looking for advice on Desktop Premier 2013 edition.  Thank you.  

Solved
Best answer September 20, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

auto-recall to pre-fill transactions (desktop edition)

Hello Elaine C, thanks for coming back to us, So you could use the memorise transaction option in the invoice screen. if you have a look at this link it tells you more about it. 

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3 REPLIES 3
Ryan_M
Moderator

auto-recall to pre-fill transactions (desktop edition)

I can walk you through the steps on how to enable to pre-fill option in QuickBooks Desktop (QBDT), @Elaine C.

 

Here's how:

 

  1. Go to the Edit menu, then select Preferences.
  2. Click General.
  3. Look for the Automatically Recall Information section, then tick to enable it. 

 

You then have two options, these are:

 

  • Automatically recall last transaction for this name
  • Pre-fill accounts for vendor based on past entries

 

Take a look at this screenshot for your reference:

 

 

Keep in mind that these options apply exclusively to vendors in QBDT. If you need to work with sales transactions, I suggest you view this article: Create, edit, or delete memorised transactions.

 

Tag me in a comment below if you have other questions about this process. I'll be around to help you out. Enjoy the rest of the day!

Elaine C
Level 2

auto-recall to pre-fill transactions (desktop edition)

@Ryan_M  thank you for the steps.  For the 2nd option, "pre-fill accounts for vendor based on past entries", I don't see much in terms of pre-filled, except for address field which is auto filled up with vendor address.  is this what to expect?

 

By and large, I was hoping either for something similar to my screenshot with the top 3 line items being repeated only.  The rest of the lines could change with every cheque.  It will be quite confusing if I choose the first option (automatically recall last transaction for this name) and have to delete those lines that will be unwanted for every new cheque.

 

Alternatively, I am looking for auto-fill like how our mobile phone's keyboard works.  eg If I key "tr", the often used/popular options will appear eg train, tree, trash etc.  Any advise?

Ashleigh1
QuickBooks Team

auto-recall to pre-fill transactions (desktop edition)

Hello Elaine C, thanks for coming back to us, So you could use the memorise transaction option in the invoice screen. if you have a look at this link it tells you more about it. 

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