If you’re feeling a little behind on your data entry in QuickBooks or just want help completing it quicker, then this week’s tip on the “Automatically Recall” feature is for you. 

It can save a ton of time. I use this feature to speed up my data entry…

**I still verify where everything is going as far as choosing my expense/account. 😉

This video will walk you through setting it up, and then how to use it on a check.

If you’re looking for the Desktop version of this video click here

Turning On the Automatic Recall Feature in QuickBooks Online:

  • Go up to the little Wheel ⚙️
  • Account and Settings
  • Advanced
  • Go under Automation
  • Click the little pencil ✎ to Edit
  • Turn On Pre-fill forms with previously entered content
  • Click Save

 

Turning Off the Automatic Recall Feature in QuickBooks Online:

  • Go up to the little Wheel ⚙️
  • Account and Settings
  • Advanced
  • Go under Automation
  • Click the little pencil ✎ to Edit
  • Turn Off Pre-fill forms with previously entered content
  • Click Save

 

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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  → Join My Free Workshop!

 

🙋🏻‍♀️ I’d love to connect with you on Instagram or Facebook

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 #CandusKampfer