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Replying to:
Clark_B
QuickBooks Team

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You can turn off the pre-filling option for transactions in QBO through the Account and Settings, @sherioz.

 

To start, please note that disabling this feature ensures QuickBooks will no longer automatically populate fields with data from previous transactions tied to the contact.

 

Here’s how to turn it off:

 

  1. Click the Gear icon and select Account and Settings.
  2. Navigate to the Advanced column and locate the Automation section.
  3. Find the option labeled Prefill forms with previously entered content, and uncheck this box to turn off the prefilling feature.
  4. Click Save and then Done.

 

 

If you have any other concerns, please feel free to click Reply.