I'm trying to get Quickbooks to autofill the account type when entering a payee into the check register. I have many payees, such as credit card payments, that always have the same account type.
When I'm in the check register, I can type in the Payee, but Quickbooks doesn't autofill the account type. I believe Quicken had this feature, but not able to get it to work in Quickbooks.
Try write check, not the register.
QuickBooks also has this feature it must first be enabled for it to work. It does not matter if you are recording the transaction from the check register or write check.
Works from the register also, but as Allan says in his post, you must enable the feature. If you go to "Edit -> Preferences" in the menu and then select the "General" category. Look under the "My Preferences" tab. Check the box for "Automatically Recall last transaction for this name." That should do the trick.
Leo,
You spoil my children by making it too easy for them.
The OP said "account type." That should be class. Class isn't available from the register only the write checks window.
Of course you could be correct that he's such a newbie he doesn't know you have to turn on auto recall, the same as you do in that other kludge by the same company.
Come on girls, admit it you screwed up.
Have something to add? Share your thoughts — no account required.
Ask the community — no account required