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