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Level 1

Copy a check line to use as second line, have the whole check be the same category, description or class etc?

Can somebody please explain to me how you can copy a line in a check or invoice so it will have the same category, description and class, so I don't spend my whole day retyping them in a check/invoice that has sometimes 60+ lines. I'm confused how this is not an easier thing to find. Why in the world would a company started in 1998 have not made this a thing? To set the category, description, class, even amounts the same for a whole check? I can't be the only one who would benefit from this? Maybe I'm just not seeing it?

3 Comments
QuickBooks Team

Copy a check line to use as second line, have the whole check be the same category, description or class etc?

Hi there, DHuston27. 

 

Thank you for reaching out to the Community. In QuickBooks, we have this so-called build-in feature in our system. However, when creating an invoice or check. You'll have to manually enter the information from Description, but for Category and Class, you can choose the specific category and class if you've already created one. 

 

I understand the importance of this feature in QuickBooks Online (QBO). I'll take note of it and pass along the information to our product developers. This way, they'll be able to know and might consider the feature in future updates. For now, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

 

 

 

 

 

Please know the Community has your back. If you have additional questions, click the Reply button and post a comment. I’m here ready to assist further. Enjoy the rest of the day.

Level 1

Copy a check line to use as second line, have the whole check be the same category, description or class etc?

Yes I was thinking more along the lines of at the top of each column you could choose a premade category, class and for description you could type in what you choose all the lines to show. Either that or even being able to copy a line would be better than nothing.... Thanks for your help.

Level 1

Copy a check line to use as second line, have the whole check be the same category, description or class etc?

I have exactly the same problem. Anyone got a suggestion? This is quiet a common issue MyCCPay Portal 

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