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ZackE
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Thanks for getting involved with this thread, businesscycle.

 

When using your auto-recall feature to pre-fill data on invoices/sales receipts, the only information that will be recalled is Location details.

 

I can certainly understand how an ability to have service dates auto-recalled on invoices could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.

 

As a workaround, if you wish to have a pre-filled sales transaction to use for a customer, you can set up a scheduled transaction, or create a recurring transaction template for transactions without a regularly scheduled interval.

 

If there's any additional questions, I'm just a post away. Have a lovely Wednesday!

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