Automating Sales Receipts

Allow me to join you here and offer my help , CJP4.

QuickBooks has an automation feature.  When you enter a new transaction, the program automatically fills out the form with information you entered in the last transaction of that type for that person. 

Here's how to turn it on:

1. Go to the Edit menu and select Preferences.
2. Look for General in the left-hand side and click on it. Then, proceed to the My Preferences tab.
3. Check the box for Automatically Recall Information.
4. Select Automatically recall last transaction for this name.
5. Click OK. 

Let me know if that answers your question about automatically adding items when creating sales transactions. Please don't hesitate to join us back in the Community if you need anything else. 

@JenoP 

The preference you mention doesn't seem to change anything for sales receipts. When you tried it, do your sales receipts prefill as the OP requested?  They don't for me.

Right, while that setting change does affect what pulls when entering bills in Accounts Payable, it does not provide a solution for sales receipt automation. 

Right, while this does change what automatically populates in Accounts Payable/Entering Bills, it does not provide a solution for Sales Receipts. 

Hi CJP4!

I also like the idea of automating the sales receipt because it can save a lot of time. You may want to consider creating a memorized sales receipt per donor and use them in their future donations. I'll guide you through the steps.

Memorizing the transactions:

1. Open the last donation or sales receipt transaction of a donor.
2. Add or remove an item without clicking Save & Close.
3. Click the Memorize button.
4. Give it a good name, like [customer_name] - donation.
5. Choose Do Not Remind me if you want to and click OK.
6. Close the sales receipt without saving the items you added or removed.

Using the memorized transactions:

1. Go to the Lists menu.
2. Choose Memorized Transaction List.
3. Double-click the template that you want to use.

You can comment again If you have more questions about memorizing transactions, so we can assist you again. Have a good one!

I appreciate the feedback, and I do use memorized transactions for a few of my sales receipt procedures. However, this would not be a time-saving option for me. It sounds like there is currently no way in Quickbooks to assign an item number to a customer's account (in the same way that you can save a customer's preferred payment method).

Thanks!

Hey there, @CJP4. 

Thanks for coming back on this thread about sales receipts. Allow me to share the last bit of information for your question. 

Yes, you're correct. If both of the suggestions that my colleagues provided you didn't succeed, this feature isn't available at this time. 

With that being said, you can always submit your feedback to our Product Developers so they can consider this in the near future. 

Keep up with our Blog site to see what's new in the system. 

Reach back out if you have any other questions or concerns. We're always here to have your back. Take care!