The Only Guide You Need To Use the QuickBooks Autofill

QuickBooks is rated among the top accounting software, providing robust accounting features that make your accounting easier. It also provides its users with the feature of QuickBooks online autofill to prefill information on invoices, checks, vendors, employee payrolls, etc. With the help of the feature, it reduces the manual effort of adding the details every time in QB. QuickBooks chooses that employee, account, vendor, invoice, employee’s timesheet, sales receipt, invoice, etc. Based on the data you provided previously, it may also provide you with an option to save the pre-filled information after editing it.

Wondering how to utilize the QuickBooks Autofill feature and need immediate assistance to do the same? In that instance, you must connect with one of our highly-certified experts to obtain the proper guidance.

Information that the Autofill Feature can fill

You can utilize the autofill tool, sometimes called auto-recall, to help you prefill a range of fields for invoices, sales receipts, invoices, vendors, and other forms. The following is a list of the data that this feature may be used to fill out: -

• Information QB Autofill feature prefill for employee timesheet:-

Pre-filling simply fills in location information; thus it isn’t helpful in this area. The rest of the data cannot be created as a template or scheduled. Therefore the user will need to enter it again.

• Information QB Autofill feature prefill for Sales Receipts and Invoices:-

Go to the customer tab and choose Sales Receipt or Invoice to use QuickBooks Autofill. The location portion is the only prefilled information in this category, though. Users can prefill the information needed by setting up recurring transactions or scheduling transactions.

Steps to Enable Autofill Feature in QuickBooks

Using several techniques, the autofill option can be activated in QuickBooks online and on a desktop computer. To turn on this option in QBO, navigate to the options menu. QBDT, on the other hand, can access it through the edit menu. The detailed step-by-step procedures to accomplish the same have been covered here.

Instructions to Switch On QuickBooks Online Autofill

• To Commence with, go to the Accounts and Settings option to enable QuickBooks Online Autofill.
• Next, tap on the Gear button in the top right corner.
• Afterwards, go ahead to the Accounting and Settings in the Your Company section.
• Choose the Advanced option from the list on the left.
• After that, select the Automation option to bring up the list of available alternative
• Ensure the “Prefill forms with previously input material to allow auto-recall” checkbox is selected.
• Ultimately, tap on the Save button to save the changes, then select the Done option.

Instructions to Enable Autofill in QuickBooks Desktop:-

• In the initial stage, click on the Edit tab.
• Now, tap on the Preferences option, which will redirect you to the Preference window on your computer screen.
• Proceed further by tapping on the General menu.
• Tick mark the checkbox of “Automatically remember account or transaction information”.
• Check the option next to “Automatically recall last transaction for this name” after that.
• Finalize by clicking Ok, then close the preference box.

Wrapping It Up!!

Through this post, we assure you that now you can efficiently utilize the QuickBooks autofill feature without any interruptions. However, if you still encounter any issues while using the feature, then you must connect with our professionals.