Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
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)?
6 Comments 6
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

I appreciate your efforts verifying the changes to the default expense category in the audit log section, dnmh.

 

Let's take some troubleshooting steps to fix the option of default expenses in QuickBooks Online. As cache files become corrupted and will affect your browser's functionality. 

 

For now, you can log 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 the default expense category information 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:

 

 

If you have additional questions or anything else within your QuickBooks account. Please don't hesitate to reach out. My team and I are always here to support you.

sg333
Level 1

Expense Defaults have been reset

I have a similar issue that just popped up.  When entering an expense or check, the Customer List is displayed instead of the vendor list option. In looking for a work around, the same thing happens with journal entries and other functions-Customer List appears everywhere and their is no apparent way to display the Vendor List.  We have also checked the log and have made no recent changes to anything.

sg333
Level 1

Expense Defaults have been reset

I have a similar issue that just popped up.  When entering an expense or check, the Customer List is displayed instead of the vendor list option. In looking for a work around, the same thing happens with journal entries and other functions-Customer List appears everywhere and their is no apparent way to display the Vendor List.  We have also checked the log and have made no recent changes to anything.

Heide DC
QuickBooks Team

Expense Defaults have been reset

I appreciate your effort in looking for a workaround, sg333. Let me connect you with our Live Support Team, who can provide the further assistance you need.

 

Before routing you to our live support team, may I ask if you have already performed the browser troubleshooting steps suggested above? If you haven't yet, I encourage you to do so.

 

However, if you've already done that and still encounter the same issue, I suggest contacting our Customer Care Support. They have the tools necessary to access your account and investigate this further. 

 

Here's how:

 

  1. Access your QuickBooks Online company.
  2. Click (?) Help, then proceed to the Search tab.
  3. Select Contact Us.
  4. Choose a topic you need help with or Ask about something else to specify your concern.
  5. Pick a way to talk with an expert: Start a chat or Get a callback.

 

Furthermore, ensure to observe their support hours to connect with them accordingly.

 

In addition, you can run reports and memorize reports in QuickBooks Online to effectively monitor your business performance.

 

We are committed to assisting you with any problems encountered with your account transactions in QuickBooks. If you have further questions, please feel free to reach out again. We are here to offer prompt support and guidance whenever needed.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us