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How can I pre-fill a bank deposit so I don't have to type it all out each time? My auto fill is on and it does not auto fill deposits?

 
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Best answer 08-21-2019

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Content Leader

Re: How can I pre-fill a bank deposit so I don't have to type it all out each time? My auto fill ...

You've come to the right place, @janikanna-k.

 

As you've noticed, the setting that Pre-fills forms with previously entered content won't work for Bank Deposits. This is because the transaction typically involves checking off individual Payment transactions, which would mean that the included information is largely different each time you create one. With that being said, I do have a method to offer for creating repetitive Bank Deposits:

 

Using Recurring Templates

  1. From QuickBooks Online, navigate to and open a Bank Deposit that you'd like to use as a base template.
  2. At the bottom of the transaction screen, click Make Recurring.
  3. In the new template, assign a name at the top. In the drop-down ▼ menu next to that, select Unscheduled.
  4. Once finished, click Save Template.
  5. Whenever you'd like to recreate that Deposit, click the Gear icon ⚙ > Recurring Transactions. Next to the template you created, select Use.

For your convenience, we offer a detailed guide on creating recurring templates that I'm sure you'll find helpful. I've also included a brief video demonstration of these steps below:

 

With the help of these instructions, you'll save a ton of time when creating repetitive transactions. Please touch base with me here if there's anything else I can do to help you succeed with QuickBooks. Thanks for coming to the Community, best wishes to you and yours.

1 Comment
Content Leader

Re: How can I pre-fill a bank deposit so I don't have to type it all out each time? My auto fill ...

You've come to the right place, @janikanna-k.

 

As you've noticed, the setting that Pre-fills forms with previously entered content won't work for Bank Deposits. This is because the transaction typically involves checking off individual Payment transactions, which would mean that the included information is largely different each time you create one. With that being said, I do have a method to offer for creating repetitive Bank Deposits:

 

Using Recurring Templates

  1. From QuickBooks Online, navigate to and open a Bank Deposit that you'd like to use as a base template.
  2. At the bottom of the transaction screen, click Make Recurring.
  3. In the new template, assign a name at the top. In the drop-down ▼ menu next to that, select Unscheduled.
  4. Once finished, click Save Template.
  5. Whenever you'd like to recreate that Deposit, click the Gear icon ⚙ > Recurring Transactions. Next to the template you created, select Use.

For your convenience, we offer a detailed guide on creating recurring templates that I'm sure you'll find helpful. I've also included a brief video demonstration of these steps below:

 

With the help of these instructions, you'll save a ton of time when creating repetitive transactions. Please touch base with me here if there's anything else I can do to help you succeed with QuickBooks. Thanks for coming to the Community, best wishes to you and yours.

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