How to pre-fill forms

Hits: 1992

 

I always like to tell people I want them to spend lesstime in QuickBooks, not more. :)

QuickBooks has features that automate certain tasks so you don’t have to manually enter the same data over and over again.

The one we’re sharing here is Pre-fill forms with previously entered content. Longtime QuickBooks customers also call this the autorecall setting.

How to turn pre-fill on and what it looks like

To turn it on or off:
Gear > Company Settings > Advanced > Pre-fill forms with previously entered content

Let’s say you enter check number 72 to Matheson Utilities for $100:

QuickBooks check 72

If you turn ON pre-fill, and then create check 73 and choose Matheson Utilities as the vendor, QuickBooks automatically fills in the fields based on check 72:

QuickBooks check 73 pre-fill turned on

If you had turned OFF pre-fill, check number 73 would look like, well, a blank check:

QuickBooks check 73 pre-fill turned off

Read more from QBO Blog