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Subject Author Date
Memorized Transaction/Auto Fill Jerry 08-08-2006
Posted by Jerry on August 8, 2006, 2:02 pm
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 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.


Posted by Golden California Girls on August 8, 2006, 11:23 pm
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 Jerry wrote:
> 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.

Posted by Allan Martin on August 9, 2006, 5:12 am
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> Jerry wrote:
>> 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.



Posted by Golden California Girls on August 9, 2006, 11:04 am
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Allan Martin wrote:
>> Jerry wrote:
>>> 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.

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.



Posted by Allan Martin on August 9, 2006, 11:22 am
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> Allan Martin wrote:
>>> Jerry wrote:
>>>> 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.
>
> 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.
>
>



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