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Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

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Replying to:
MarkAngeloG
QuickBooks Team

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Hi there, @Falcon Boats.

 

When auto-recall is turned on, QuickBooks Online will automatically fill in the rest of the transaction (excluding the date) when you select a customer, supplier, or employee while entering bills, writing cheques, or entering credit card credit. Now, I'm here to show you how to turn this off.

 

Here's how: 

 

  1. Go to the Gear icon, and select Account and settings.
  2. Head to the Advanced tab.
  3. In the Automation section, click the pencil icon to edit.
  4. Turn off Pre-fill forms with previously entered content switch to disable the auto-recall feature.
  5. Select Save, then Done to record your changes.

 

By doing this, there will be no more previous information entered automatically when you create a new bill or any transaction. Feel free to turn this feature back if you prefer to.

 

Furthermore, you can also consider creating recurring transactions in QuickBooks Online. Recurring transactions saves you time by automatically creating transactions in an interval.

 

If you need more help with creating recurring transactions or have further concerns in QuickBooks Online, please feel free to ask. I'd be glad to help. 

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