Quickbooks Default Date to Use for New Transactions QuickTip

QuickBooks Option for Entering New Transactions

Use the Default Date To Use For New Transactions option to tell QuickBooks whether you want the Date field to show the current date or the date of the last transaction you entered when you open a transaction window. If you frequently enter transactions for the same date over a period of several days (for example, you start preparing invoices on the 27th of the month, but the invoice date is the last day of the month), select the option to use the last entered date so you can just keep going. When that job is finished, and you’re back to entering individual transactions, you can return to this window and change the setting. Of course, next month, when you begin the repetitive work, return to this window, and reset the option. It’s actually faster to set the option as you need it than to remember to change the date for each transaction you’re creating. To reset this option as needed:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the General icon on the left pane and then click the My Preferences tab.
  3. In the Default Date To Use For New Transactions section, select the appropriate option and then click OK to save the setting.
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