I’ve come to the forum Again for the same type of great Recommendations I have received in the past.
I've been using Bank rules when my transactions are down loaded from the bank. This works just fine, not a problem
However currently I am manually typing in years old transactions, not available through a bank download.
My question is, what are the steps to auto-fill accounts category in the check register while typing in payee?
I type in the date, check # then Payee. I would like the account category to auto fill.
I have tried editing payee name and adding account in the edit name form but it does not work, in that the account field does not auto fill.
I have also gone to "Banking"/”write checks”, and inserted account number where requested, this also doesn't work.
I have just spent exactly an hour with two QB Reps trying to find out, If auto-fill while Manually inserting transactions into check register is possible.
After answering questions like, How long have you been using QuickBooks? - How many users do you have? - How many employees do you have? - Would it be convenient for you to access your QuickBooks files from anywhere and anytime?
Then he went on with, Your success is very important to us. We just want to check if you are on track in maximizing your product and if your version is the right fit for your business.
We’ve now been into this question for 31 minutes. I ask again, Let’s try to start from the beginning. Can you provide to me steps to auto-fill accounts category into the register by typing in payee? Is this an option that is available in QuickBooks 2019 desktop version?
He then lets me know my” Premiere version is a stand-alone version, whatever that is, and I would need to Purchase QuickBooks Pro Plus 2022 . QuickBooks Online versions so that we can walk you in every step of the way in configuring this out for you.”
