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"
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:
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.
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.