Setting the Default Date in QuickBooks

Getting tired of QuickBooks not using today's date when you record invoices or other transactions?

The fix is easy - QuickBooks provides two options for what appears in the date box on any transaction:

1. Use today's date as default
2. Use the last entered date as default

I know my preference is to have it default to using today's date.

To access this option in QuickBooks, click File > Preferences. Then click the "General" picture on the left hand side of the window and look for the screen that says this:

Choose the option you prefer, and then click the OK button to lock in your change.

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Scott Gregory is a specialist with QuickBooks Pro, Premier, and Enterprise software. He can help iron out your trouble spots with QuickBooks before you take a hammer to it!

Connect with Scott @ Bottom Line Accounting Solutions.

Comments

[Scott Gregory, QuickBooks Expert]

Stella:

The date being referenced in this blog post is the transaction date. It is not referring to ship dates within sales orders.

When I test this out, the ship date QB enters is the same as the date of the transaction. Sounds like maybe something is not set up properly in your sales order template.

Scott Gregory

[STELLA]

I have done this, more than once, and it does not work. It continues to automatically assign a ship date two weeks out from the date of the sales order.