How to use auto-recall to pre-fill transactions

Turning on the auto-recall feature to pre-fill transactions is quick and easy. However, when turning on auto-recall, there are some changes that you need to know.

How do I turn on auto-recall to pre-fill transactions? #

1. Go to Settings ⚙, then select Account and Settings.
2. Select Advanced.
3. In the Automation section, select the pencil icon.
4. Choose Pre-fill forms with previously entered content to enable auto-recall. Uncheck the box to disable the auto-recall feature.
5. Select Save at the bottom of the Automation box, then Done to record your changes.

What information in a transaction does auto-recall automatically fill? #

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, vendor, or employee while entering bills, writing checks, or entering credit card credit.

Example situations:

• When you select a vendor’s name on a check, QuickBooks Online fills in the entire check using the same information for the last one you entered for that specific vendor.
• If only one or two things have changed, you can update any of the fields, and save the transaction.
• The next time you select that customer, vendor, or employee, the new information will auto-fill.

What information does auto-recall fill for sales receipts and invoices? #

When you select Sales Receipt or Invoice from the customer menu,  the only item that will be recalled is the Location.

If you wish to have a pre-filled sales transaction to use for a customer, you can set up a scheduled transaction or create a recurring transaction template for transactions without a regularly scheduled interval.

What information does auto-recall fill for employee time sheets? #

Employee time activity will only recall the location. All other data must be re-selected and entered.

Now you understand how auto-recall affects your transaction forms.