Hi there, When it comes to automation, QuickBooks has you covered. The program offers a variety of features and resources which help you automate the calculations involved on the accounting side of your business. I'd be happy to share information about using the Auto-recall feature offered in the program. QuickBooks offers a handy feature called "Auto-recall". Auto-recall uses the information from the last saved transaction of that type for that specific customer, supplier, or employee. The good news is QuickBooks gives you maximum flexibility with this feature as you can turn it off and on at will. Here's how to turn off the feature: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 and uncheck the box to disable the auto-recall feature.Select Save at the bottom of the Automation box, then Done to record your changes.Check out this article for more info on: How to use auto-recall to pre-fill transactions. Give this a try and if you have questions, please leave them in the comments below. For features that go beyond the Auto-recall feature I've described above, I recommend sending feedback to our engineers. You can do this by clicking the Gear icon and looking for Feedback. Don't hesitate to reach back to me if you need anything. I've got your back.

Question

Can the PO tool prefill a product's cost based on the selected supplier? We buy the same product SKU at different prices from different suppliers.

Forum|Forum|5 years ago
December 12, 2020
1 reply
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QuickBooks Online

J

JamesM

Level 5

Hi there,

When it comes to automation, QuickBooks has you covered. The program offers a variety of features and resources which help you automate the calculations involved on the accounting side of your business. I'd be happy to share information about using the Auto-recall feature offered in the program.

QuickBooks offers a handy feature called "Auto-recall". Auto-recall uses the information from the last saved transaction of that type for that specific customer, supplier, or employee. The good news is QuickBooks gives you maximum flexibility with this feature as you can turn it off and on at will. Here's how to turn off the feature:

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 and uncheck the box to disable the auto-recall feature.
Select Save at the bottom of the Automation box, then Done to record your changes.

Check out this article for more info on: How to use auto-recall to pre-fill transactions. Give this a try and if you have questions, please leave them in the comments below. For features that go beyond the Auto-recall feature I've described above, I recommend sending feedback to our engineers. You can do this by clicking the Gear icon and looking for Feedback. Don't hesitate to reach back to me if you need anything. I've got your back.

S

support62Author

Hi,

Thank you for your response. I do have it turned out but I don't see a checkbox to disable to the feature.

I recently bought part XXXX from a supplier. Right now, I just started a PO, entered the same supplier and the same part but the price defaults to $0 and ZERO RATED for the tax.

Ideally, I would love it to prefill the last price I entered when I previously sent the PO.

J

JamesM

Level 5

Thanks for elaborating more on what's happening. Could I have you completely log out of your QuickBooks account and log back in again? Sometimes you may need to do this when the settings you've changed aren't applying right away. Let me know what happens after you've tried this. If the program doesn't prefill previous transaction details, I recommend creating one manually and going in again as though you're about to create a new Purchase Order, but this time you're just checking to see if it's recalling the last transaction details.

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