Solved

Bill description auto fill

Forum|Forum|4 years ago
October 26, 2021
2 replies
16 views

When entering Bills, the description field auto-fills with the corresponding Item name. How do I stop that?

QuickBooks Desktop

Best answer by BigRedConsulting

When you pick an item, various fields pre-fill based on the item's field values, like the price and the description.

If you're seeing the item's name in the description field, that probably means it's set up on the item as the description. To stop this, remove the description from the item. Then when you use it nothing will pre-fill in the description field.

Rubielyn_J

Level 8

Welcome and thank you for posting here in the Community, @mtshoberg. It's my pleasure to help stop the auto-fill feature when entering a bill.

When the Automatically Recall Information feature is enabled, QuickBooks Online will automatically fill in the rest of the transaction when selecting a customer, vendor, or employee.

If you want to stop this, we can turn off this setting. Here's how:

In your QuickBooks Desktop, go to the Edit menu.
Select Preferences and choose the General tab.
Go to the My Preferences tab, make sure the Automatically Recall Information section is unchecked.
Lastly, click OK.

Once done, you can proceed to create the bill. For more details, please see this article: Record or enter a bill in QuickBooks Desktop. This way, you can keep track of all your accounts payables and know what or when a bill needs to be paid.

That should do it! Feel free to post back to this thread if you have other questions about managing your bills and other vendor transactions in QuickBooks. I'll be happy to help you again. Have a fantastic day!

BigRedConsultingAnswer

Level 15

When you pick an item, various fields pre-fill based on the item's field values, like the price and the description.

If you're seeing the item's name in the description field, that probably means it's set up on the item as the description. To stop this, remove the description from the item. Then when you use it nothing will pre-fill in the description field.

M

mwloomiscpa

I see no way of removing the description. Example attached. No associated rules. No "Wal-mart" in bank description brought in. But the darn thing shows every time for Cumberland Farms transactions.

L

lin_jcaj

Level 9

Hey there, mwloomiscpa.

I'm here to help you figure this out to get back to business.

You'll want to put a checkmark on the Show Bank Memo box to see if bank details may be hiding there. Here's how:

Go to Banking > Bank Feeds > Bank Feeds Center.
Click on Transaction List.
Check mark Show Bank Memo box.

I've added a link on how to reconcile your account for a future task in QuickBooks Desktop.

I'll keep an eye on your reply on how the steps work. I want to ensure this is taken care of.

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