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Replying to:
MichaelDL
QuickBooks Team

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The Community has your back, @caymancowdroys.

 

I have just the solution you'll need to get control of the auto-populating of your journal names. To clarify, do you mean that the Journal no. (journal entry numbers) are incorrect, or are the actual line items auto-filling information based on a previous entry? Settings are available to configure either of these features, and I'll detail both below:

 

Controlling the sequence in your Journal no. (number) field

  1. Begin by verifying the setting is enabled. Click the Gear icon (⚙) > Account and Settings > Sales tab.
  2. Select the Sales form content section and check the box to enable Custom transaction numbers. Click Save and then Done.
  3. Click the Plus icon (+) and select Journal Entry. In the Journal no. field, enter the correct sequence number you'd like for the entry to have.
  4. Once finished, click Save and close.

Doing this will make it so every journal entry created after this one will begin sequencing based on the number you entered. These steps are also available from our guide on custom transaction numbers as well as the video below:

 

This gives you total control over the sequencing of your journal entry numbers. If the information of the line items is what's auto-filling based on previous transactions, the only option is to disable the feature. You can do so with these steps:

 

Disable form auto-filling

  1. Click the Gear icon (⚙) > Account and Settings > Advanced tab.
  2. Select the Automation section and un-check the box for Pre-fill forms with previously entered content.
  3. Click Save and then Done.

 

With these instructions, you can disable the auto-filling for your journal entries and start with a blank slate every time. Check out our guide on pre-filling transactions for additional information. Please let me know if there's anything else I can do to help you succeed with QuickBooks. Thanks for coming to the Community and take care.

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