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Best answer August 16, 2024
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Greetings, @Thassell1963. Let me help you out with this query.
Yes, you'll have to turn on the pre-fill automation option. This feature auto-recalls and fills up previous transactions on an invoice. I'm here to guide you through using the auto-recall feature in QuickBooks Desktop (QBDT) Premier Plus so you can make the most of this convenient tool.
You can turn on the auto-recall feature by going to the Preferences window. With a few clicks, you'll be all set to automatically fill in or recall the transaction information you've entered.
Here's how:
- Go to the Edit menu, and then choose Preferences.
- Select General, and then My Preferences.
- Under the Automatically Recall Information section, check the Automatically Remember account or transaction information box.
- Tick the Automatically recall last transaction for this name checkbox.
- Click OK when you're ready.
See the screenshot below as a reference.
You can also personalize your invoices to get the information you need for a comprehensive guide on using and customizing form templates, which covers everything from basic customization to advanced features. Check out this article: Use and customize form templates.
Additionally, here's a helpful resource you can use as a guide if you need to print your checks in QBDT: Create, modify, and print checks in QuickBooks Desktop.
Remember, you're never alone in this. If you have any concerns or questions about invoices or QuickBooks, feel free to comment below. I'm here to provide you with the assistance you need.
Greetings, @Thassell1963. Let me help you out with this query.
Yes, you'll have to turn on the pre-fill automation option. This feature auto-recalls and fills up previous transactions on an invoice. I'm here to guide you through using the auto-recall feature in QuickBooks Desktop (QBDT) Premier Plus so you can make the most of this convenient tool.
You can turn on the auto-recall feature by going to the Preferences window. With a few clicks, you'll be all set to automatically fill in or recall the transaction information you've entered.
Here's how:
- Go to the Edit menu, and then choose Preferences.
- Select General, and then My Preferences.
- Under the Automatically Recall Information section, check the Automatically Remember account or transaction information box.
- Tick the Automatically recall last transaction for this name checkbox.
- Click OK when you're ready.
See the screenshot below as a reference.
You can also personalize your invoices to get the information you need for a comprehensive guide on using and customizing form templates, which covers everything from basic customization to advanced features. Check out this article: Use and customize form templates.
Additionally, here's a helpful resource you can use as a guide if you need to print your checks in QBDT: Create, modify, and print checks in QuickBooks Desktop.
Remember, you're never alone in this. If you have any concerns or questions about invoices or QuickBooks, feel free to comment below. I'm here to provide you with the assistance you need.
