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pjhoulihan
Level 2

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

 
5 Comments 5
IntuitSheila
Level 8

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

Hi pjhoulihan,

 

Thanks for posting in the Community!

 

We're unable to set default expense category in the receipts tab in QuickBooks Online. We'll have to categorise the receipts to the correct category. 

 

Follow the steps below:

 

  1. Go to the Transactions page and proceed to the Receipts tab. 
  2. Find the receipt on the For review tab and click the Review button under the Action column. 
  3. Click the Category dropdown then click the + Add New button. 
  4. Provide all the necessary information and click on Save once done. 
  5. You'll be routed back to the receipt page. Provide all the necessary information. 
  6. Click on Save and next once done.

Here's more information about adding receipts and bills from suppliers: Manually upload your transactions, receipts, and bills into QuickBooks Online

 

Post again in the Community if you have other concerns. I'll get back to you the best way I can.

pjhoulihan
Level 2

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

That's my point ... you can't do it but should be no different to a bank transaction is defaults correctly!

TheOrganicRobin
Level 1

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

I agree, this would be a very, very helpful feature to have. 

IntuitSheila
Level 8

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

Hi there, TheOrganicRobin!

 

I can understand the need of the feature you are looking to be able to assign default expense category for receipts and let our product developers know. 

 

You can also submit your own feature requests while using QuickBooks by click on the Settings icon, and click on Feedback

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You'll be able to find your product's latest news by checking out the QuickBooks Blog.

 

Please don't hesitate to send a reply if there's any questions. Have a fantastic day!

pjhoulihan
Level 2

Default Expense Category doesn't default for Receipt raising, only works for Bank Transactions.

The main point in all of this, is that the defaults are already set for Bank Transaction, when the Supplier is identified. For receipts, when the Supplier is identified, it should be the some logic as the data is already available per the Bank Transaction defaults. Is this correct?