Showing results for 
Search instead for 
Did you mean: 
Everything you need to know about banking in QuickBooks Online - Discover more
Level 1

Changing default Category for Supplier Invoices



Can anyone tell me if its possible to change the default category the system selects when adding Receipts/ Invoices that have been emailed into the system ? For example Quickbooks is currently automatically selecting " construction in progress " when the Category we want it to be is something else ? This would help us speed up entering supplier invoices as we wouldnt need to change it everytime ?


Thanks in advance 

QuickBooks Team

Changing default Category for Supplier Invoices

Hello there, @Dantheman6106. Let me share some information about the automatic categories in QuickBooks Online. 


When you forward a receipt or invoice from your supplier in QuickBooks Online (QBO), the system automatically recognizes the information and selects a category based on the details of the forwarded transaction to make it easier to categorize the transaction. However, if this isn't the one you want, you can change its category manually by following these steps:


  1. Click the Review button to examine the transaction details.
  2. Select the appropriate category that fits the transaction in the Account/Category dropdown.
  3. Click Save and next or Save and close.


By following these steps, you can ensure that the transaction is correctly categorized in QBO. 


In addition, you can match the receipts with the existing transactions in QuickBooks to make your account accurate. 


Let me know if you have other questions about managing categories on receipts or any queries with QuickBooks. I'll be here and willing to help. Have a great day!

Level 1

Changing default Category for Supplier Invoices

Thanks for the reply 


Yes this is what we currently do but I wanted to know if this Category selection process can be altered as it does it incorrectly to every invoice and we have to manually change it so when you are adding 100 + invoices at a time it slows things down 



QuickBooks Team

Changing default Category for Supplier Invoices

Thanks for the response, @Dantheman6106.


I appreciate your suggestion about the process of selecting categories in QuickBooks. Let me share details on how we can fix it.


If you want the category selection process to be changed to help manage your transactions efficiently, I recommend sending feedback to our product development team. That way, they can get to know your suggestions about the process and may add them to future product updates.


Here's how:


  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Type in your product suggestions, then click Next to submit feedback.


You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.


I'll be including these articles for more details and guidance about managing your accounts in QBO that can be helpful in the future:



If you have any more questions or concerns, please don't hesitate to post a reply. I'm always here to help you.

Need to get in touch?

Contact us