Re: Is there a way to prefill class?
Currently, there is no option to pre-fill classes in QuickBooks Desktop. But I have a workaround you can consider.
In QuickBooks, you're only able to pre-fill the account for a vendor transaction. Or automatically recall the last transaction for a name.
In the meantime, you can assign a class to a name. This way, when you enter transaction using that name, it'll automatically use the same class.
To accomplish this, you can follow the steps below:
- Click on Edit from the menu bar.
- Choose Preferences.
- Click on the Accounting tab.
- Under the Class section, tick on Assign classes to, then choose Names from the drop-down menu.
- Click on OK.
Once done, you can now enter a class for your Customers, Vendors or Employees by choosing either of them from the menu bar.
Lastly, once you've added a class for the names, you can now create transactions and choosing only their names.
Fill me in if you have any other concerns. I'll be here to help.