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lkabong
Level 1

Why doesn't the category details (category and description) pull from a past transaction into a new transaction?

previous transaction detail used to pull in a new transaction for the same vendor which saves time having to re-enter that info but it doesn't do that any more. I am wondering why or if there is a setting I need to change.
1 Comment 1
katherinejoyce21
Level 2

Why doesn't the category details (category and description) pull from a past transaction into a new transaction?

Hi there, @lkabong.

 

Thanks for sharing your concern with us today. As an insight, QuickBooks uses cache to load the page quickly. However, when it gets full, it may behave unexpectedly.

 

Let's confirm if you're experiencing a browser-related issue by logging in to your QuickBooks account in an incognito or private window.

 

Use these keyboard shortcuts below:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+
  • Safari: Command+Shift+N

 

Once logged in, check to see if the previous transaction detail pulls in a new transaction for the same vendor. If that works, go back to your regular browser and start clearing its cache

 

Otherwise, use a supported, up-to-date browser.

 

Feel free to post some more if you have additional concerns. I’ll be here to guide you again.

 

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