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annjet
Level 1

General Journal Entry

Every time I make a certain client entry, it automatically gets a 'general journal entry' designation under the 'type' column and I want to take it off without deleting the accounting information in the entry. How do I do this and why is this even happening?

1 Comment 1
JoesemM
Moderator

General Journal Entry

Great to have you here, @annjet.

 

It looks like the Automatically Recall Information is turn on. This feature will automatically fill in the rest of the transaction (excluding the date) when you select a customer, vendor, or employee while entering transactions.

 

To turn off this feature, follow the steps below:

 

  1. Go to the Edit menu and click Preferences.
  2. From the General menu, click My Preferences
  3. Under the Automatically Recall Information section, uncheck the Automatically remember account or transaction information box. 
  4. Click OK to save changes.

Once done, try to create a transaction for your client and check if previously entered transaction information doesn't auto-populate. If you don't want to turn off this feature, you'll have to manually edit the details of the transaction.

 

In case you want to edit or reverse a journal entry in the future, check out this article: Create a journal entry in QuickBooks Desktop for Windows or Mac.

 

Additionally, feel free to visit our Help articles page for reference. There, you can read articles that will guide you in your future tasks.

 

Feel free to leave a comment below if you have any clarifications or other concerns. I’ll jump right back in to answer them for you. Take good care!

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