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root9
Level 1

How do I get to the preferences window to allow estimates

I wish to turn the ability to prepare estimates and then copy them to an invoice but my client has it turned off  How do I turn it on
1 Comment 1
Rasa-LilaM
QuickBooks Team

How do I get to the preferences window to allow estimates

Welcome aboard in the Online Community, jodyslp.


I’ll be your guide today, so you’re able to turn on the auto-recall feature. The steps are simple and rest assured I've got your back.


Here’s how:

 

  1. Go to the Gear icon at the top, then choose Account and Settings.
  2. Select Advanced on the left panel.
  3. Click on the Pencil icon for Automation.
  4. Mark the box for Pre-fill forms with previously entered content to enable auto-recall.
  5. Click on Save and Done.

Here is an article for more information about this feature and how it can help manage your business: How to use auto-recall to pre-fill transactions.


Let me know if you have additional questions about QBO. I’ll be happy to assist you further.  

 

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