Hello there, @Renesta. Welcome and thank you for posting here in the Community. It's my pleasure to help remove the auto-fill on your transactions. This happen when the auto-fill feature was turned on your account and settings.When auto-recall is turned on, QuickBooks Online will automatically fill in the rest of transaction when selecting a customer, vendor, or employee. If you want to remove this feature, you may need to turn off this settings. Here's how: Go to the Gear icon. Select Account and Settings. Select Advanced. Select the pencil icon in the Automation section. Uncheck the box beside Pre-fill forms with previously entered content. Click Save at the bottom of the Automation box. Click Done.After turning it off, log out from QuickBooks and log in again. For additional reference, you may check this article: How to use auto-recall to pre-fill transactions . Don't hesitate to add a comment below if you have any other concerns, I'd be glad to help. Have a good day ahead!

Question

Whenever I try to enter a NEW PO, Bill or Invoice, the information from the prior entry is automatically filled. I have to go through and delete each line item to enter.

Forum|Forum|7 years ago
January 17, 2019
2 replies
98 views

No text available

QuickBooks Online

Angelyn_T

Moderator

Hello there, @Renesta.

Welcome and thank you for posting here in the Community. It's my pleasure to help remove the auto-fill on your transactions.

This happen when the auto-fill feature was turned on your account and settings.When auto-recall is turned on, QuickBooks Online will automatically fill in the rest of transaction when selecting a customer, vendor, or employee.

If you want to remove this feature, you may need to turn off this settings. Here's how:

Go to the Gear icon.
Select Account and Settings.
Select Advanced.
Select the pencil icon in the Automation section.
Uncheck the box beside Pre-fill forms with previously entered content.
Click Save at the bottom of the Automation box.
Click Done.

After turning it off, log out from QuickBooks and log in again.

For additional reference, you may check this article: How to use auto-recall to pre-fill transactions .

Don't hesitate to add a comment below if you have any other concerns, I'd be glad to help. Have a good day ahead!

L

lucyvan

Hi there, I'm using the pre-fill option and would like to use it for customer invoices. However, the article about pre-fill seems to suggest that with an invoice, the only thing that will be recalled will be "location." Is there any way to have more data recalled, similar to vendor bills? Or is my only option to use a recurring template?

N

Nick_M

Level 4

Hey there, lucyvan.

Currently, you're unable to automatically fill the customer invoices. However, you can check out our most compatible third-party applications in QuickBooks Online in our app store, here's how:

1. Go to Apps.

2. Click Finds Apps.

3. Type a keyword in the Search for an app field.

4. If you have found the app you're looking, just click Get App Now.

If you have any other questions or concerns, feel free to post here anytime. Thank you and have a nice afternoon.

W

WARRWELD

i have the same issue but its for the mac version and i can't find how to change that anywhere.

BettyJaneB

Level 9

It's nice to see you here in the Community, @WARRWELD.

The option to turn off the Pre-fill forms with previously entered content feature is only available to the Windows versions of QuickBooks. To remove the information that is showing on your invoice, you'll need to manually remove it.

I perceive the importance of this feature in your business. As a company with a massive road-map, we are constantly finding ways to improve our product and give our customers the features that will fit into their needs. As we strive our best to deliver this, I encourage you to visit our QuickBooks Online Blog to be updated with our latest news and innovations.

If you're using the QuickBooks Desktop version, you may check out the New Feature section on your QuickBooks.

To do that:

Click on Help at the top menu bar.
Select on New Features.
Choose New Feature Tour.

Reach out to me here if you have any further questions, I want to make sure you're taken care of. Thanks for coming to the Community and have a fantastic day ahead!

J

JTD2

I cannot beleive that the Mac version does not provide a way to turn this off. It is annoying and creates errors because it even fills in amounts that are different than the downloaded transaction amount. Terrible.

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