Thanks for joining the thread, @MercyCenter.

The option to filter the pre-filled information feature is unavailable in QuickBooks Online. The auto-filled-in info of the form is based on your last saved transaction for that customer, vendor, or employee.

For now, you have to manually edit the information while using this function in QuickBooks. 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

You can also our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.