How fix it so that the saved vendor info populates the expense category?

Kathy710 · ‎January 22, 2022

Scenario: I create and save a vendor. I tell QBO what expense category that I want the vendor to be, and yes I save the settings. I tell QBO that each time the vendor 'Google Ad's' is the vendor to then automatically make the expense category Advertising. But EVERY time that I enter ANY vendor I have wasted the time creating and telling it the expense category that it should auto assign so that I do not have to IT DOES NOT FILL THE EXPENSE CATEGORY. Someone please tell me how to fix this. This is happening in the review tab.

KlentB · ‎January 22, 2022

I'll help you fix this, Kathy710.

Once you assign an expense category to a vendor, QuickBooks should automatically populate that account when you create expense transactions. It could be that the stored cache and cookies in the browser are the root cause of this strange behavior. To isolate this issue, you can try creating a sample expense transaction using a private or incognito window. Here are the shortcut keys:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox & Microsoft Edge
Command + Shift + N for Safari

If it's now working well, go back to their regular browser and then, clear its cache to delete the accumulated junk files and start over fresh. You may also switch to other supported browsers to further isolate the issue.

In addition, I recommend reading this article to learn how to record, edit, and delete expenses in QuickBooks Online: Enter and manage expenses.

Don't hesitate to drop a reply below if you have any other concerns or further questions. I'll always have your back

Kathy710 · ‎February 02, 2022

Thank you I will give it a try.

How fix it so that the saved vendor info populates the expense category?

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