Every account used in a transaction such as receive payment is based on the last one you've created. Let's turn on the automation to accomplish this.
- Go to the Gear icon.
- Under YOUR COMPANY, select Accounts and Settings.
- Select Advanced.
- On the Automation section, select the Pencil icon.
- Toggle Pre-fill forms with previously entered content to turn it on.
- Select Save.
- Click Done.
In addition, here's an article you can read to learn more about the steps: How to use auto-recall to pre-fill transactions?
Lastly, you can also browse for the content of this helpful article in creating a document showing all your customer's transactions: Create and view customer statements.
If there's anything else that I can help you with, please let me know in the comments. Stay safe!