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Pre-Populated Data for sale receipt/expense/etc...

Is there anyway to create pre-populated sale receipt with product/service auto fill in, like whenever I use customer from ebay the fees service is auto filled in & probably some others, same for other marketplace.

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Best answer March 20, 2020

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Moderator

Pre-Populated Data for sale receipt/expense/etc...

Welcome to the Community, @mikelu9661.

 

I can help share information about creating pre-populated sales receipts in QuickBooks Online. Right now, the only available way to pre-fill the information you need is by creating a recurring transaction.

 

It allows the system to create the transaction on your behalf using the template you created. However, please note that this is only available for the Plus and Essentials version.

 

In case you need the steps, here's how:

 

  1. Click the Gear icon in the upper-right corner and select Recurring Transactions
  2. Choose the New option in the upper-right part of your screen. 
  3. Under Transaction Type, press Sales Receipt.
  4. Hit OK
  5. Fill in necessary information.
  6. Click Save template

Please also check the auto-recall feature if it help you with pre-filling transactions in QBO. Please follow these steps:

 

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Choose Pre-fill forms with previously entered content to enable auto-recall.  Uncheck the box to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation box, then Done to record your changes.

Additionally, I recommend the following resource for further information about using recurring transactions: Create recurring transactions in QuickBooks Online.

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

View solution in original post

1 Comment
Highlighted
Moderator

Pre-Populated Data for sale receipt/expense/etc...

Welcome to the Community, @mikelu9661.

 

I can help share information about creating pre-populated sales receipts in QuickBooks Online. Right now, the only available way to pre-fill the information you need is by creating a recurring transaction.

 

It allows the system to create the transaction on your behalf using the template you created. However, please note that this is only available for the Plus and Essentials version.

 

In case you need the steps, here's how:

 

  1. Click the Gear icon in the upper-right corner and select Recurring Transactions
  2. Choose the New option in the upper-right part of your screen. 
  3. Under Transaction Type, press Sales Receipt.
  4. Hit OK
  5. Fill in necessary information.
  6. Click Save template

Please also check the auto-recall feature if it help you with pre-filling transactions in QBO. Please follow these steps:

 

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select Advanced.
  3. In the Automation section, select the pencil icon.
  4. Choose Pre-fill forms with previously entered content to enable auto-recall.  Uncheck the box to disable the auto-recall feature.
  5. Select Save at the bottom of the Automation box, then Done to record your changes.

Additionally, I recommend the following resource for further information about using recurring transactions: Create recurring transactions in QuickBooks Online.

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

View solution in original post

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