cancel
Showing results for 
Search instead for 
Did you mean: 
jmccarthy
Level 1

How do i connect a vendor to a category automatically

when i name the payee i would like to link the catagorty automaytically
1 Comment 1
ReyJohn_D
Moderator

How do i connect a vendor to a category automatically

It's nice to have you here in the Community, @jmccarthy.

 

At this time, we're unable to auto-fill categories when selecting a vendor/payee on your expense transactions in QuickBooks Online (QBO). As a workaround, we can create an Unscheduled Recurring Expense template for your payees/vendors. This way, all the info will auto-populate when creating a bill, check, or expense transaction so you don't have to retype it. I'll show you how:

 

  1. Click the Gear icon ⚙️ then choose Recurring Transactions under Lists.
  2. Select the New button.
  3. On the Transaction Type drop-down , pick the transaction you'd like to create and then click OK.
  4. Add a Template name and then tap Unscheduled from the Type drop-down .
  5. Please ensure to have a Vendor name selected and then fill out the Category details field. You may also add info on the Mailing address and Terms fields.
  6. Hit the Save template button to apply the changes made. Do the same process if you'll want to set up more recurring vendor templates.

    A18.PNGA19.PNG

Once done, you're now all set selecting the specific vendors you've set up when making a bill, check, or expense transactions.

 

Also, take advantage of the Recurring Transactions feature in QBO. Through this, you're able to create recurring templates like for your expenses. You can do this for any transaction except bill and customer payments, and time activities. I'll be adding this great resource as a guide on how to achieve this. It contains the steps on how to set up recurring transactions, its type, and how to edit and duplicate them: How to set up recurring transactions in QBO?.

 

Fill me in if you have more questions about managing your vendors in QBO. I'd be more than happy to help. Take care and have a great day.

Need to get in touch?

Contact us