Hi there, @JBerry.
Thanks for explaining what you're trying to accomplish. I have some information to share about attaching an expense account to a vendor.
At this time, setting up default accounts for vendors in QuickBooks Online is currently unavailable. However, you can add an expense account to a vendor on the recurring bill template without having to enter recurring bills. This way, you may lessen the step to choose an expense account every time you make a bill for the vendor.
To create a recurring template:
- Go to the Gear icon.
- Under Lists, select Recurring Transactions.
- Click the New button at the top right corner.
- From the drop-down options for Transaction Type, choose Bill.
- Click OK.
- Enter the Template name, Payee, expense account you want to assign for this payee under Account, and all other information.
- Click Save template.
The next time you enter a bill for the vendor, go to the Recurring Transactions page and choose Use from the drop-down arrow beside Edit of the recurring bill.
While the feature to assign an expense account on the vendor set up isn't available, I encourage you to send feedback straight to our product developer to let them know you'd like this added. QuickBooks Online is a constantly evolving platform and the voice of users, like yourself, helps steer the changes that occur.
Here's how:
- Go to the Gear icon.
- Choose Feedback.
- Enter your request/product suggestion, then click Next.
- Select Feedback as the Category.
- Click Send message.
Additionally, I want you to know that your voice matters and I'm going to submit feedback based on this interaction. Feedback is sent to the Development Team for determining what features and systems to implement for users.
That should help you assign an expense account to your vendor. Let me know how things go and if you should need anything, I'm just a reply away. Have a most lovely day.
