I understand the challenges you're facing, SylvesterOU. Rest assured that I'll be with you in troubleshooting this.
When you set up a vendor and select a default expense category, it will automatically appear when you create a transaction using the same vendor. You can also manually choose a category for the transaction, and it will be reflected accordingly.
However, if you have manually categorized a transaction and it still populates the entire transaction list, you can turn off the automation by toggling off the auto-recall feature in QuickBooks Online (QBO). As this feature automatically fills in the rest of the transaction (excluding the date) when you select a customer, vendor, or employee while entering bills, writing checks, or entering credit card credit.
If the issue persist, let's resolve the issue by performing some browser troubleshooting steps. This could be an issue related to your browser.
To begin, let's access your account through your browser's incognito mode, which will prevent your browsing history from being saved. Here are the keyboard shortcuts based on your browser:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Alternatively, you can clear the browser's cache to eliminate common errors that may hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browsers to see if the issue persists.
In addition, I'll be adding this references to help you ensure that your transactions are correctly accounted for.
Keep us posted if you have further questions about expense categories in QBO. I'll be of help. Take care.
