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? #
- Go to Settings ⚙, then select Account and Settings.
- Select Advanced.
- In the Automation section, select the pencil icon.
- Choose Pre-fill forms with previously entered content to enable auto-recall. Uncheck the box to disable the auto-recall feature.
- 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.
Note:Â Auto-recall uses the information from the last saved transaction of that type for that specific customer, vendor, or employee. |
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.