How to change the default account for an app transaction

Welcome to the Community space. We'll share details to help you change the default expense account inside your QuickBooks Online (QBO) company.

Before anything else, please know that changing the default account in the Vendor profile works only for transactions created for that specific vendor. It will take effect on future transactions and not the existing ones. Also, for existing transactions, you may want to access them manually and modify the expense account used to have them routed to your new default account.

Since you mentioned you've connected your Amazon Business app to your QBO company, there's an option to categorize app transactions so you can have them available in your new default account. We'll write down the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Transactions tab.
3. Choose App transactions.
4. Click the transaction you want to categorize, and then choose the account you want to use.
5. Select the Add button.

In case the option categorize is greyed out, you'll want to reach out to the Amazon Business App Support Team so they can help you modify the default account used. This way, when you update your bank in QBO, it shows the transaction with the correct account, and you can categorize and match it easily.

Furthermore, you can visit these articles to help you learn more about managing bank transactions and reconciling an account inside the program:

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Feel free to visit us anytime if you need further assistance managing bank accounts and transactions inside QuickBooks. We'll be around to help you out again. Keep safe.

You have told me how to change the account on the screen, which I already know how to do. I want to know how to make it default to the correct account. I have already gone into the vendor and updated the account so I don't understand why the app isn't choosing that account when it comes in.

Thank you!! This is exactly what I was looking for.

You're most welcome, @Dawn_at_Throw_Pink.

We're glad to know that my colleague was able to provide the right solution for your concern.

Please know that assisting and providing the right resolution for our valued customers is our top priority. If you have any questions about your QuickBooks, you can always drop by and post your concerns. 

We'll make sure to address that as soon as we can.

Also, I added this article to your reference when checking the latest updates about the product: The QuickBooks Blog.

We're always around to help. Have a good one!