We can check the vendor's information and perform troubleshooting related to your browser to determine if the default expense category isn't working for new invoices, Rick.
Firstly, let's ensure your QuickBooks is set up correctly for default expense categories:
- Log in to QuickBooks Online and select Expenses.
- Go to the Vendors tab and select the vendor in question.
- Click the Edit button.
- In the Accounting section, check the Default expense category and ensure the correct category is selected.
Additionally, it can be helpful to test this in a private browser window to rule out any browser-related issues that affect QuickBooks' behavior. Here are the shortcuts for opening a private window in different browsers:
These are the keyboard shortcuts:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
If it works using an incognito, let's return to your regular browser and clear its cache to restore. You can consider switching to a different supported browser as an alternative.
If you have any follow-up questions regarding any default features, please don't hesitate to post them below. I am here to help and will respond promptly to assist you further.
