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Big_W
Level 3

Customer Custom Field Reset

Hello!

 

I am writing here, because I have exhausted Google as a resource, and I'm hoping that someone here has the answer I'm looking for.

I've added a custom field for my customers that's used in estimates and sales orders. The field remembers what was last entered into it, and when I create a new estimate or sales order it will autofill what was last entered into it. My company is always using Quickbooks in multi-user mode, and that field automatically filling itself could be problematic if forgotten. Is there a setting where I can disable the autofill? Is there another way to have a field on my templates to get around that? I'm already using "Other"

5 Comments
GlinetteC
Moderator

Customer Custom Field Reset

I've got the steps you'll need on how to disable it from your PreferencesBig_W.

 

It can happen when the Automatically remember account or transaction information is mark checked. I'll walk you through disabling it. 

 

Here's how:

  1. From the Edit menu, select Preferences.
  2. In My Preferences tab, uncheck the box for Automatically remember account or transaction information.
  3. Click OK.

With these steps, the fields will no longer auto-fill with previously entered content on your Estimates or Sales Orders.

 

I'm also adding these links for additional reference and guide:

That should do it! If you have any other additional concerns, please don't hesitate to comment down below.

Big_W
Level 3

Customer Custom Field Reset

Hello! Thank you for the reply!

I followed the steps you outlined, and it did not solve the problem. I even tried going to my customer list, erasing the field, typing up a new sales order, saving it, then creating a new one and the field was autofilled again. I did get this prompt and hit yes:

Prompt Image Link

Is a possible solution avenue to remove this prompt from appearing?

MarsStephanieL
QuickBooks Team

Customer Custom Field Reset

Hi there, @Big_W.

 

Allow me to share some details about the sticky setting feature in QuickBooks Desktop.

 

Currently, the option to disable the prompt is unavailable. The sticky setting feature will remember the previous information that you used and will continue to use this information unless you change it. Every time the prompt will appear, you can choose either yes or no.

 

I've added this article for your future reference whenever you're ready to assess your business financials: Understand reports. This contains tips on how to customize and memorize reports.

 

Please don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'd be happy to answer them. Take care.

Big_W
Level 3

Customer Custom Field Reset

@MarsStephanieL thanks for your answer!

 

Is there another field I could use that doesn't auto populate?

I'm currently using a custom field under customers to keep track of this. I would use the "Other" field in the template settings, but it's already used. Is there another type of field I could use? I've seen other people online having an "Other 2" field.

Rubielyn_J
QuickBooks Team

Customer Custom Field Reset

Hi there, @Big_W.

 

Currently, there isn't an available option for choosing another field in the template settings. In QuickBooks Desktop, you custom name fields to track specific customer, vendor, and employee info.

 

Here's how: 

  1. Select the Customer and then choose Customer Center.
  2. Double-click any profile on the list to open and edit it.
  3. Choose the Additional Info tab and then click Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for column, click the checkbox to add the custom name field to the customer.
  6. Select OK to save the custom field.

You may also check this article for additional information: Create and use custom fields in QuickBooks Desktop.

 

You'll want to customize email templates and use them to send messages from QuickBooks. Please check this article for the details: Create custom email templates in QuickBooks Desktop.

 

Let me know if you have other concerns. I'm more than happy to help you. Have a great day. 

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