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?

lobe · ‎January 20, 2019

Anonymous · ‎January 21, 2019

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:

Click the Gear icon.
Under Lists, select Recurring Transactions.
Select New button.
On the Transaction Type drop-down, select the transaction you'd like to create.
Click OK.
Choose Unscheduled from the Type drop-down.
Fill out all necessary fields.
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:

Go to the Gear icon.
Choose Feedback from the drop-down.
Enter your Comments, Suggestions or Feedbacks.
Choose Next.
Select a category.
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!

jdoolittle · ‎June 10, 2020

https://quickbooks.intuit.com/learn-support/en-us/product-preferences/how-to-use-auto-recall-to-pre-...

vinhcc · ‎August 01, 2023

You can use the Custom fields feature to set up a text reminder for that vendor on a specific forms.

Vendors
Vendor Details > Edit
Scroll down > + Add custom field
Name: Vendor Details . Data type: Text and number
1. Select Category: Vendor
2. Select forms: Expense (for example)
3. Click Save
4. Scroll down > Fill in the box: Category: COGS Supplies (for example)

Then every time you +New > Expense > Payee: (that vendor), custom field will show up with that hint

vinhcc · ‎August 01, 2023

You can use the Custom fields feature to set up a text reminder for that vendor on a specific forms.

Vendors
Vendor Details > Edit
Scroll down > + Add custom field
Name: Vendor Details . Data type: Text and number
1. Select Category: Vendor
2. Select forms: Expense (for example)
3. Click Save
4. Scroll down > Fill in the box: Category: COGS Supplies (for example)

Then every time you +New > Expense > Payee: (that vendor), custom field will show up with that hint

MariaSoledadG · ‎August 01, 2023

Hello there, Vinhcc.

Thanks for sharing an answer. This will greatly benefit users who are also experiencing the same issue. Anyway, if you may encounter any other problems pertaining to QuickBooks, post your questions here. We're always right here to help you all the time.

Have a great day!

emilhau · ‎February 09, 2024

Hello, I decided that I would like to send downloaded payments from a payee to a different account, every time I change it in the online downloaded transactions menu it doesn't save and reverts back to the previous account I used to have it go to.

KayePe · ‎February 09, 2024

We appreciate you for joining us here in the thread, @emilhau. Let us help you transfer downloaded payments inside QuickBooks Online (QBO).

In QBO, if you mean to move a transaction from one payment account to another, note that you can't do it since the account payment is not subject to change once the transactions are attached. However, you can exclude the payment from the original account and manually upload it to the account you wish to transfer it to. In excluding the bank transaction, see this article to guide you: Exclude a bank transaction you downloaded into QuickBooks Online.

However, if you mean to move downloaded payments from one payee to another, know it won't revert after selecting and adding the transactions. Once it reverts, you may have an issue with the browser. Sometimes, your browser cache can become filled and cause issues when accessing your QBO account. We suggest running QBO in a private or incognito browsing mode. It will help your computer or device run optimally and regain some storage space to continue working seamlessly.

See these keyboard shortcuts to open a private window of supported browsers:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

Avoid clearing your cookies in this part. For a detailed step-by-step process in clearing your cache, check out this article: Clear cache to fix issues when using QuickBooks Online.

On the other hand, you may also check this link as your future reference in handling your transactions inside QBO:

Reply to this post for more questions about transferring your downloaded payments inside QBO. We're here to assist you. Have a good one!

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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?