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 Online version of this video click here
Turning On the Automatic Recall Feature in QuickBooks:
- Go up to Edit then Preferences…
- Then go under General, under My Preferences
- Go down to Automatically Recall Information
- Checkmark Automatically remember account or transaction information
Choose
-
- Automatically recall last transaction for this name (Recommended)
- Pre-fill accounts for vendor based on past entries
- Click OK
**Under Vendors, when you open a vendor, there’s also an account setting as well but the first method under My Preferences is recommended.
Turning Off the Automatic Recall Feature in QuickBooks:
- Go up to Edit then Preferences…
- Then go under General, under My Preferences
- Go down to Automatically Recall Information
- Uncheck Automatically remember account or transaction information
- Click OK
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Candus,
Can you do automatic reversing journal entries for expenses that will be received in the next month but affect the month you are closing.
Expenses. Xx.x
Accrued Expenses. Xx.xx
Hi Thomas,
Great question. You can do a future dated reversing Journal Entry but I don’t believe there is a way to do it automatically.
Have a great day! -Daniel/Team Candus
Love this tip and tricks. I have subscribed to your services…and Absolutely, LLLLLOOOOVVVEEE your training classes.
Oh, did I say I Love your training….Yes…I did!! Candus is the Queen of training Quickbooks.
Awe Donna, thank you so much! Candus will be thrilled to hear this. 🤩 ~Kindra/Team Candus
I have a Quickbooks account for my real estate business.
I would like to add a personal account so I can keep track of where my money comes from and goes to.
Can I use the same QB account?
I would also like to be able to handle these accounts on my office computer and my home computer. Do I need to pay for another QB account>
Hi Sharon,
You can create chart of accounts that you can track your personal information in. Generally, these accounts are owner’s contribution/distribution (for sole prop), member’s, shareholder’s, etc.
If you are a Desktop user, here is an article that walks you through installing it onto a second computer:
https://quickbooks.intuit.com/learn-support/en-us/install/how-to-install-quick-books-on-a-second-computer/00/230641
Have a great day, ~Kindra/Team Candus
I’m missing a basic point. When would (should?) I be entering data? I get everything from bank feeds.
Hi Laurie,
Bank feeds don’t add the data to your QB automatically. They just make it easier for you to add it into QB or match existing transactions so dupliates aren’t created. It’s important to take your statements (bank accounts and credit cards) and reconcile each month to make sure the information in QB matches what actually happened.
Have a great day! ~Kindra/Team Candus
Appreciate that you include desktop and online. Thank you
You’re very welcome Marilyn! ~Kindra/Team Candus
YES! I am already on it! Changed my preferences while you were talking. Thank you!
Love it Linda! 🤩
Hi Candus, when I process a new Vendor monthly bill I pull up last months and copy it. Then I make the necessary changes and double check all the data. Cuts my entry time in half. Although I sometimes use this same process when entering a Customer invoice- note this could be tricky. Invoice #’s are project specific and additions to them may be Ret., Crt., or -# for a change order #. This keeps all #’s in order for us. Some of the data of course changes and certain Clients request Retention.
Don’t know if this will help. Have a memorable day, Nancy 😊
🤩 Thanks Nancy! ~Team Candus