I want to ensure this is taken care of, CPA239.
Yes, once you set up a default expense category on the vendor's profile, that category will automatically appear when you create a transaction using the same vendor.
On the other hand, transactions downloaded from the bank need to be categorized manually or setup a bank rule in QBO that will automatically categorize a transaction for that vendor.
For more details, check out this article: Categorize online bank transactions in QuickBooks Online.
Furthermore, I'm sharing this article on how to track bills and record payments for future reference: Enter and manage bills and bill payments in QuickBooks Online.
We'll be around if you need additional assistance in managing your vendors and transactions in QuickBooks Online (QBO). Just click the Reply button below. Have a good one!
