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dnmh
Level 3

Expense Defaults have been reset

Hello - QuickBooks Online seems to have experienced some kind of update over the weekend (i.e. the Invoice screen is different today with a pop-up announcing the new view). Simultaneously, a BUNCH of our vendor expense defaults have been reset to not have a default value (without us making any changes). Has anyone else experienced this issue, and is this a known bug that QBO is fixing? Or are we going to be left to manually correct all of them ourselves (which will take hours)?
3 Comments 3
JorgetteG
QuickBooks Team

Expense Defaults have been reset

Thank you, @dnmh, for bringing this matter to our attention.

 

To ensure that you have access to the newest features and enhancements to the software, QuickBooks automatically downloads and installs updates as soon as they become available. This process shouldn't affect your company file settings.

 

Let me provide you with a few options so that you can focus more on managing your business.

 

Here's how you can enable QuickBooks Online's pre-fill transaction auto-recall feature:

 

1. Go to Settings, then select Account and Settings.
2. Select Advanced.
3. In the Automation section, select the pencil icon.
4. Turn on Pre-fill forms with previously entered content switch to enable auto-recall. Turn off the switch to disable the auto-recall feature.
5. Select Save, then Done to record your changes.

 

If you are referring to recurring transactions, you can use the link: Create recurring transactions in QuickBooks Online

 

Moreover, here are some articles you can use to help prevent:

 

 

Please don't hesitate to leave a comment below if you have any more transaction-related questions.

dnmh
Level 3

Expense Defaults have been reset

Hi @JorgetteG - thanks for the response and for the articles, but this is not at all the issue that we are having a problem with. We had expense defaults set for all of our vendors, and for some reason, over the weekend, a BUNCH of our vendors' expense defaults got reset to no value. We did not do this, and we have even verified this in our Audit Log. The only thing that we are aware of that was done in the system over the weekend was QBO pushing some new updates. I'm posting on here to figure out if someone else has reported this as a bug, or others have experienced a similar issue? Thanks!

Heide DC
QuickBooks Team

Expense Defaults have been reset

Thank you for taking the time to post your concern here in the Community, dnmh.

 

I understand how important it is for you to organize your vendors transaction. Rest assured helping you to fix this.

 

Allow me to provide you with the troubleshooting steps to fix the option to set up default expense in QuickBooks Online. The reason why your default expense category has been reset is when you set it up in the vendor profile. It'll automatically fill the category details in your expense transactions.

 

In the meantime, you can try logging in to your QBO account using a private browser as it ignores websites from using cookies and doesn’t record any history and data. Use these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If expense category is visible after this, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result, I recommend switching to a different supported browser.

 

However, if the issue persists, I'd recommend contacting our support. From there, you can consult them on the issue so they can dig deeper for further explanation regarding in your concern.

 

In addition, you can check this article for you to learn how to adjust settings and backup and restore your QuickBooks Online:

 

 

 Don't hesitate to notify me if you have further questions about your account. As always, I'm always here to help. Take care.

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