On my old desktop version of QB I was able to have a default account for vendors. So every time I entered an expense, I typed the vendor's name and the account filed would filled out automatically with the default account. That doesn't happen with QB Online. Is there a way to set that up? Thanks
the actual setting that is in desktop is not in QBO, but you can sort of emulate it, but IMO it actually turns out to be more of a pain since it affects everything
in company settings advanced I think, you can set it to prefill with previous entered transactions, like the desktop setting. that will pull up the last expense account used for that vendor as well as the last amount, which you will need to overwrite. But as I said it also pulls up last transaction for invoices, sales receipts, bills, etc etc
I just switched from Quickbooks Desktop as well. This really, REALLY, REALLY needs to be implemented as a future feature for Quickbooks online. It saves us time entering transactions as well as training new bookkeepers.
I can lend a hand in setting up a default account for vendors when creating expenses in QuickBooks Online.
As our Community Backer Rustler stated above, you can turn on the option to pre-fill forms with previously entered content on your Account and Settings section. This way, QuickBooks will remember the previous information that you used for expenses and will continue to use that information unless you change it.
Click the Gear icon at the upper right corner choose Account and Settings.
Select the Advanced in the left panel and go to Automation.
Select the Pre-fill forms with previously entered content.