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Elaine_in_Detroit
Level 2

Is it possible to set a default on the expense transactions filter? It always shows me all statuses and I have to take steps to change the filter to "status: open."

Why would I want to go to expenses and see every expense ever, whether it's been paid or not? I want to see unpaid bills. I know I can select "status: open" on the filter, but why isn't that the default? I think it used to be.
Solved
Best answer May 24, 2022

Best Answers
Candice C
QuickBooks Team

Is it possible to set a default on the expense transactions filter? It always shows me all statuses and I have to take steps to change the filter to "status: open."

Hey there, @Elaine_in_Detroit

 

It's great to see you back in the Community. I can give you some insight on setting a default for the expense transactions filter.

 

I can see how beneficial and time saving this could be for you. At this time, there isn't a default for filters within QuickBooks Online. 

 

However, I recommend submitting feedback to our Product Developers so they can consider this in the future. You our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Come back if you need any more assistance with your account. Best wishes!

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2 Comments 2
Candice C
QuickBooks Team

Is it possible to set a default on the expense transactions filter? It always shows me all statuses and I have to take steps to change the filter to "status: open."

Hey there, @Elaine_in_Detroit

 

It's great to see you back in the Community. I can give you some insight on setting a default for the expense transactions filter.

 

I can see how beneficial and time saving this could be for you. At this time, there isn't a default for filters within QuickBooks Online. 

 

However, I recommend submitting feedback to our Product Developers so they can consider this in the future. You our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Come back if you need any more assistance with your account. Best wishes!

Elaine_in_Detroit
Level 2

Is it possible to set a default on the expense transactions filter? It always shows me all statuses and I have to take steps to change the filter to "status: open."

Thank you for such a quick response! I will submit the request. (I may submit more now that I have the link...)


@Candice C wrote:

Hey there, @Elaine_in_Detroit

 

It's great to see you back in the Community. I can give you some insight on setting a default for the expense transactions filter.

 

I can see how beneficial and time saving this could be for you. At this time, there isn't a default for filters within QuickBooks Online. 

 

However, I recommend submitting feedback to our Product Developers so they can consider this in the future. You our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Come back if you need any more assistance with your account. Best wishes!


 

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