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Account management
Hi Bairdc,
Being able to add a default account through the QuickBooks mobile application is a great feature to have. It makes the work easy while on the go.
While this option is unavailable, you may create a default account through a web browser. You may follow the steps below:
- From the Expenses tab, select Vendors.
- Select the customer's name.
- Click the Edit button.
- Go to the Additional info section.
- Under Accounting, select a default expense account.
- Click Save.
I also recommend sharing this feature request with our developers so they can analyze and provide the best possible solution. You can do so by clicking the Gear icon and selecting Feedback.
Whenever you have concerns in making sure your transactions are on the correct accounts, you can check these references:
- Set up bank rules to categorize online banking transactions in QuickBooks Online
- Categorize and match online bank transactions in QuickBooks Online
Feel free to mention my name if you have other concerns about vendor-related transactions.