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Replying to:
Catherine_B
QuickBooks Team

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We can turn off the auto-recall information preferences, droybal.

 

It's possible that your company preference is set to automatically recall information that's why it generates the template you previously used. We can turn that off so you'll have the option to select a template moving forward. Let me show you:

 

  1. Go to the Edit menu and click Preferences.
  2. From the General menu, click My Preferences
  3. Under the Automatically Recall Information section, uncheck the Automatically remember account or transaction information box. 
  4. Click OK to save changes.

Try creating an invoice or sales receipt and check if previously entered transaction information doesn't auto-populate. 

 

Feel free to use this link if you need more help in customizing your form templates.

 

Keep me posted if there's anything else that you need help with. I'll be here for you. Take care!

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