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joryvc
New Member

How do I stop QBO from autofilling the category when entering expenses?

 
1 Comment 1
jenop2
QuickBooks Team

How do I stop QBO from autofilling the category when entering expenses?

The Pre-fill forms with previously entered content feature may have been enabled. This could explain why the system automatically populates the categories when recording expenses in QBO.

 

I'll outline the steps to turn it off. Here’s what you need to do:

 

  1. Go to the Gear or Settings icon, then select Account and settings.
  2. Proceed to the Advanced tab, then go to the Automation section.
  3. , select the pencil icon.
  4. Turn off Pre-fill forms with previously entered content by dragging the bar beside to the left.
  5. Click Save, then choose Done to save the changes.

 

You can also read more details about this feature: Use auto-recall to pre-fill transactions in QuickBooks Online.

 

For additional insights into expense management in QuickBooks Online, I've compiled these resources:

 

 

Please feel free to reach out if you have any follow-up questions or need further assistance. Whether it's about working with your vendors, generating expense-related reports, or any other tasks in QBO.

 

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