5/14/2021

Candy’s Tip

Automatically Recall Information

You can set QuickBooks to pull up the same information on the last transaction entered. This option is useful especially for recalling the account and/or prior amounts entered.

Go to top row choose “Edit” then “Preferences”. When the preferences window opens choose “General” on the right-hand side. Make sure you are seeing the “My Preferences” tab. You will see the options in the middle of the window.

There are two choices available.

  1.  The first option will pull the last used account information.
  2.  The second option will pull the account used and the amount of the last transaction. This option is helpful when the amount for the vendor is consistent.

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