Quickbooks Mac 2022-2024 Bank Download, Payee and Account, Autofills/Pulls from WRONG LISTS

The program just keeps getting more wacky, pulling from lists in places where it should not happen. Went to write a check and wanted to type "Auto" in the No. field and no joke, it was autofilling with "other names" that started with "A"....

I acknowledge your feedback and recognize that it's a challenging experience for you and your business, @MissyP.

Let me provide ways to fix this situation. Let's first address the autofill issue by checking the Preferences to see if the pre-fill option is enabled. If it is, here's how we can turn it off: 

1. Click the QuickBooks menu, then select Preferences. 
2. Select Data Entry. 
3. Turn the Quick Fill transactions option to Off.

If the feature is already disabled, let's perform additional troubleshooting steps to determine if it's a company file or program issue. You can open the sample company file or run the verify and rebuild data to determine if the problem lies with your company file. To ensure your company file is free from any data damage.

For program issues, you can run QuickBooks Tool Hub to fix common problems when opening or working in the program. Then, ensure your QuickBooks Desktop for Mac is updated to the latest release and restart your computer to clear temporary files.

If the issue persists, I suggest contacting our QuickBooks Desktop Support. They have the tools to pull up your account and submit a ticket for further investigation by going to the Help menu and select QuickBooks Help.

You can also use this link to reach them outside QuickBooks: Contact us.

Additionally, you can visit this article that contains some topics and discussions to help you complete some of your QuickBooks tasks: QuickBooks Help Article.

I'm always here to help with any other questions you have about the pre-fill feature. Stay safe.

This is way beyond turning off auto fill ( which is turned off) That does nothing. In fact, the longer I've worked today, the worse it is getting. I am in Mac Desktop 2024 and it is fully updated. The one that just cost me $649 per year. I just referenced that this has been an ongoing issue since 2022 and I can't believe it hasn't been fixed yet. Internally, the coding of the program, it is pulling from the WRONG LISTS. If I am entering a check and I am trying to enter the account, as I am typing an account the starts with "F", for example, it pulls up a customer name in the account field. If I want to do a bank reconciliation, it pulls from the customer list instead of the reconcilable accounts. 

This is the bank rec pulling from the customer list when trying to type an account name in

This is a check pulling from the customer list when trying to type the account:

This is my sorted customer list, showing it is a customer.

This is a deposit showing that when you want to type a number, but there is a customer that starts with a number, it is still pulling  from the customer list.

I acknowledge the effort you exerted in adding all the screenshots concerning bank transactions and the preference for autofill options, @MissyP.

Let's turn around your experience by directing you to the most suitable support option. Thus, I recommend contacting our Technical Support Team so they can thoroughly examine your account settings and conduct additional investigations about the autofill functionality. Our phone support can check your account via a shared screen to determine the leading cause of the issue. 

1. From your QuickBooks Desktop account, click the Help menu at the top.
2. Click the QuickBooks Desktop Help menu and select Contact Us.
3. Provide information about this concern in the search box, then select Continue.
4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
5. Please enter the code sent to you via email and select Continue.
6. From there, could you select how you want to connect with us? It’s either to chat with us or Have us call you.

On the other hand, you can refer to this article for their support hours and schedules to contact them at your convenience. This article also includes their contact number at the bottom of the page: Contact QuickBooks Desktop support.

Once fixed, you can check out these articles on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books: 

• Add and match transactions in QuickBooks Desktop for Mac 
• Reconcile accounts in QuickBooks for Mac 

Feel free to reply to this conversation if you require any additional help with your banking transactions or managing your account preferences. I am always available to assist you. Stay well!