Vendor Default Expense Account

Thank you for dropping by the Community today, Steven.

Dealing with inconsistently labeled fields in QuickBooks Online Advanced and Spreadsheet Sync can certainly confuse when trying to update data properly. I'm here to help clarify why you're seeing a different term in the spreadsheet.

Yes, the vendor default expense account can be updated via Spreadsheet Sync. Simply click the drop-down arrow in your spreadsheet and select the correct name you wish to use. 

Regarding your other concern, the "Default expense category" label on the Vendor edit screen in QuickBooks Online Advanced (QBOA) and the "Default expense account" name on exported Vendor reports refer to the same thing. The online program uses the term account in Spreadsheet Sync exports or imports, while the user interface (UI) uses the term category instead.

To gain a deeper understanding of the functionalities and operations available through Spreadsheet Sync, you can refer to this article: Get started

Furthermore, these links provide a compilation of topics that cover budget management with Spreadsheet Sync, as well as other accounting-related tasks:

• Create and edit budgets in Spreadsheet Sync for QuickBooks Online Advanced
• Self-help guide
• How to add and manage vendors in QuickBooks Online

Don't hesitate to get in touch with me if you need any further clarification or have any questions about Spreadsheet Sync. I'm here to assist you and I'll make sure to provide you with the information you need. Have a good one, @steven.

Hello Rasa-LilaM and thank you for your prompt reply.

Please explain what you mean by, 'Simply click the drop-down arrow in your spreadsheet and select the correct name you wish to use.'

Also, I understand that the labels are different in different places.  What can be done to fix it?

Regards,

Steve

Thank you for your response in the Community, Steve. I'll clarify your confusion about the statement and provide additional details about the different uses of labels in QuickBooks Online (QBO) and Spreadsheet Sync.

The statement "Simply click the drop-down arrow in your spreadsheet and select the correct name you wish to use" means you can update the default vendor expense account by clicking the drop-down arrow in your spreadsheet.

Meanwhile, the label "category" on the Vendor edit screen in QBO and the term "account" on the Vendor report exported using Spreadsheet Sync are the same. There's nothing to fix since both systems are working as designed.

To learn more about sending data back and forth between QBO Advanced and your Microsoft Office Excel spreadsheet, please see this article: Get Started.

Also, I've included this article to guide you in sending your budget information between QBO Advanced and your spreadsheet for up-to-date company insights: Create and edit budgets in Spreadsheet Sync for QuickBooks Online Advanced.

If you have further clarifications about managing your financial data and the terms used in QBO Advanced and Spreadsheet Sync, you can get back to this thread at any time. The Community is always here to help you out.