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How do I adjust setting so that every time that enter the vendor or employee in the Payee area, the category is automatically selected to the correct category?

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Re: How do I adjust setting so that every time that enter the vendor or employee in the Payee are...

Great day, lobe,


Thanks for checking this with the Community. I can share some information about adding categories automatically.


Being able to auto-fill categories when selecting an employee/payee on your expense transactions is currently unavailable in QuickBooks Online. As a workaround, you can create an Unscheduled Recurring Expense transaction for your employee/vendors. This type is useful for transactions that contains a lot of detail that you don't want to retype, but that aren't needed on any set schedule.


Here's how you can create a recurring transaction:

  1. Click the Gear icon.

  2. Under Lists, select Recurring Transactions.

  3. Select New button.

  4. On the Transaction Type drop-down, select the transaction you'd like to create.

  5. Click OK.

  6. Choose Unscheduled from the Type drop-down.

  7. Fill out all necessary fields.

  8. Click Save template.

That should do it, lobe. You can now use the template when creating your expense transactions. You may want to check this article to know more about setting up recurring templates in QBO: Create templates for recurring transactions


While the option you're requesting isn't yet available, I's suggest sending your preference to our engineers. You can follow the steps below for them to account your request:

  1. Go to the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Enter your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category.
  6. Click Send message.

Your request goes directly to our engineers who consider feedback for future QuickBooks enhancements. I'll do the same thing to reinforce your request.


Please feel free to fill me in if you need further assistance. I'm always around to lend you a helping hand. Have a good one!


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