Today we have the final details of the My Preferences tab for the General Preferences. Click these links if you missed Part 1 or Part 2.

• Automatically Recall Information
  • This section has a few options. All of these options deal with using the pre-fill function for new transactions.
    • Suppose the checkbox titled “Automatically remember account or transaction information” is checked. In that case, QuickBooks will store all old transaction data and will attempt to pre-fill any new transactions that you create in the General Preferences tab.
    • Choosing “Automatically recall the last transaction for this name” will cause QuickBooks to fill in data when you start to enter information into a new transaction. So if you type in a vendor name and press the tab, then all of the most recent information for that vendor will be entered into that transaction.
    • Choosing “Pre-fill accounts for vendor based on past entries” will not just remember the most recent transaction. It will also remember all transactions with a vendor. So if you consistently use one vendor, entering in there name will cause QuickBooks to automatically fill in all their billing information based on what uses most often.
• Default Date to Use for New Transactions
  • In this section, you can choose what date to auto-fill into new transactions. You can choose to use today’s date, or you can choose to use the last date that you entered.
• Keep Custom Item Information When Changing Items in Transactions
  • This option refers to whether or not you would like to be able to use customized item descriptions. If you choose “Ask” then whenever you write a custom description you will prompt and ask if you want to save the description. If you choose “Always, ” the description saves time without prompting. If you choose “Never” then the default description is always uses for items.