Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

When I attempt to copying a check, everything looks good until I change the recipient (Pay to the Order Of).  Once I make a change to the recipient, the previous information that was in the amount field and in the Expenses tab disappears.  Is this a bug or is there a setting that I need to modify in order to change this behavior?  I am currently using QB Desktop Pro 2017 but I had same issue in earlier versions.

Any suggestions to resolve this issue would be greatly appreciated.

Thanks...Jonathan

You'll have to disable the automatic recall information from the setting, jonathancw.

Here's how to get there:

1. Click Edit.
2. Click Preferences.
3. Click General, then click the My Preferences tab.
4. Remove/Uncheck the Automatically remember account or transaction information box.
5. Uncheck the Automatically recall last transaction for this name.
6. Click OK.

If you have any questions in mind, please leave a comment anytime.

Sheila,

Thank you for your reply and suggestion.  While the changes you suggested did not solve my specific problem, it got me to thinking about other similar settings that might be causing this issue.

It turns out the issue was caused by a vendor setting.  The resolution is to:

1. Open Vendor Center
2. Select and double-click vendor to go into Edit mode
3. Select "Account Settings" tab
4. Click on the "Clear All" button
5. Click on the "OK" button to save

Thank you again for your quick response and suggestion!

Hello there, @jonathancw.

It's nice to see you again here in the Community.

I appreciate you trying the steps provided by my colleague, and for sharing this wonderful resolution. Information like this will definitely help other users that may encounter the same issue.

Post again or leave a comment on this thread should you need further assistance. I'd be glad to answer if you have any follow-up questions or concerns. Cheers!

For me, create a copy and memorize are disabled. Any thoughts on how to fix that?

For me, the Create a copy and Memorize options are disabled. How can they be fixed?

I'll make sure you're able to utilize the Create a copy and Memorize options in QuickBooks Desktop (QBDT), @HappyBooks.

Based on your description above, it seems that you have a minor data issue with your company file. With this, I'd recommend utilizing the Rebuild Data tool. It's a built-in tool that can help automatically fix data issues with your company file. To do this, here's how:

1. Go to the File menu.
2. Select Utilities, then choose Rebuild Data.
3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
4. Let the tool repair your file. It may take some time. 
5. When the tool finishes, select OK.
6. Go to the File menu.
7. Select Utilities, then choose Verify Data.
8. Let the tool check your file for data issues.

In case the issue persists, continue performing the recommended solutions in this article, starting with Solution 2: Fix data damage on your QuickBooks Desktop company file.

Also, to further guide you in creating and managing repeating transactions in QBDT, I'd recommend checking out this article: Create, edit, or delete memorized transactions.

Please don't hesitate to let me know if you have other concerns about copying and memorizing transactions in QBDT. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @HappyBooks.

Those steps were followed and data was verified. There were no issues. The problem is still there. 

Some transactions do show the create a copy and memorize. It is only disabled for paychecks. Is it related to some settings?

Hello, HappyBooks.  

Thank you for getting back to us. Let's make sure QuickBooks has its latest release. This is to ensure that everything is up to date. 

Once done, let's go ahead and check if the create a copy and memorize is already showing up in QuickBooks.   

On top of that, here's an article you can read to learn more about create, edit, or delete memorized transactions. 

If the same thing happens, I suggest reaching out to our Customer support team to help you rectify the issue. 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. Take care!

What settings I need to configure to enable Create a Copy?

Followed the instruction but the create a copy and memorize are still disabled. Please see attached picture.

Hi, HappyBooks.  

Since you already followed the troubleshooting steps above, yet the create a copy and memorize are still disabled. I suggest contacting our QuickBooks Support Team to have this checked and investigated. They are also equipped with tools to find a permanent fix.

Here's how: 

1. From the Help menu, select QuickBooks Desktop Help.
2. In the Have a Question window, scroll down to click the Contact us link.
3. This will display the Contact Us screen.
4. Go to the Tell us more about your question section to enter the issue or topic in the field box.
5. Click the Search button to display the Start a Message button.

To ensure that you'll be assisted on time, please see our support hours. 

Please don't hesitate to add a comment below if you have any other questions in QuickBooks. I'll be right here to help you. Stay safe!