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Level 1

Setting up Bill

When I put vendor on Bill page, previous data come out on category details, I delete previous data every time .

Is it possible to set up not to come out previous data on Bill page?

Also on category details, what is customer for?

Solved
Best answer January 10, 2020

Best Answers
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QuickBooks Team

Setting up Bill

Hello there, @valfreight. Thanks for reaching out to the Community with your question.

 

Yes, it's possible to set up forms without the previous vendor information. In just a few clicks, you'll have this feature turned off in your account. Here's how:

  1. Go to the Gear icon, then Account and Settings.
  2. Navigate to the Advanced tab, then locate the Automation section.
  3. Click on the Pencil icon to edit.
  4. Remove the checkmark from the box "Pre-fill forms with previously entered content" to turn off this feature.
  5. Press Save.

That's it! You can go back to the bill you were working on and see that it's a new clean form.

 

If you have additional questions, don't hesitate and reach back out. Have a safe weekend.

View solution in original post

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Moderator

Setting up Bill

Hello there, @valfreight

 

The Customer space next to the Amount column in the Category details section means that you're tracking expenses and items by customer. To remove this field from the Bill screen, let's turn off the Track expenses and items by customer feature in the settings. Let me guide you how. 

  1. Go to the Gear (Settings) icon at the upper right. 
  2. Select Account and Settings under Your Company
  3. Go to Expenses from the left panel. 
  4. Click Bills and expenses
  5. Uncheck the Track expenses and items by customer box. 
  6. Choose Save
  7. Click Done

 

The screenshot below shows you the last five steps. 

UncheckTrackExpensesAndItemsByCustomerBox.PNG

 

Here's a sample screenshot that compares the information in the Category details section before and after I turned off the Track expenses and items by customer feature: 

BeforeAndAfter.PNG

 

When the bill is due, you can pay it by going to the Check page. This lets you pay one vendor at a time. In case you want to pay multiple bills for multiple vendors at one time, just go to the Pay Bills page. For detailed instructions, see the Pay bills from the Pay Bills page and Pay bills from the Check page sections through this article: Paying Vendors

 

I'm just a comment away if you need further assistance. Have a great day, @valfreight

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Setting up Bill

Hello there, @valfreight. Thanks for reaching out to the Community with your question.

 

Yes, it's possible to set up forms without the previous vendor information. In just a few clicks, you'll have this feature turned off in your account. Here's how:

  1. Go to the Gear icon, then Account and Settings.
  2. Navigate to the Advanced tab, then locate the Automation section.
  3. Click on the Pencil icon to edit.
  4. Remove the checkmark from the box "Pre-fill forms with previously entered content" to turn off this feature.
  5. Press Save.

That's it! You can go back to the bill you were working on and see that it's a new clean form.

 

If you have additional questions, don't hesitate and reach back out. Have a safe weekend.

View solution in original post

Highlighted
Level 1

Setting up Bill

Hello Ashley

 

Thank you for your reply.

 

Also I'd like to ask you for category details.

There is a customer next to amount, what is customer space for?

 

Thanks

Highlighted
Moderator

Setting up Bill

Hello there, @valfreight

 

The Customer space next to the Amount column in the Category details section means that you're tracking expenses and items by customer. To remove this field from the Bill screen, let's turn off the Track expenses and items by customer feature in the settings. Let me guide you how. 

  1. Go to the Gear (Settings) icon at the upper right. 
  2. Select Account and Settings under Your Company
  3. Go to Expenses from the left panel. 
  4. Click Bills and expenses
  5. Uncheck the Track expenses and items by customer box. 
  6. Choose Save
  7. Click Done

 

The screenshot below shows you the last five steps. 

UncheckTrackExpensesAndItemsByCustomerBox.PNG

 

Here's a sample screenshot that compares the information in the Category details section before and after I turned off the Track expenses and items by customer feature: 

BeforeAndAfter.PNG

 

When the bill is due, you can pay it by going to the Check page. This lets you pay one vendor at a time. In case you want to pay multiple bills for multiple vendors at one time, just go to the Pay Bills page. For detailed instructions, see the Pay bills from the Pay Bills page and Pay bills from the Check page sections through this article: Paying Vendors

 

I'm just a comment away if you need further assistance. Have a great day, @valfreight

View solution in original post

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