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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Kurt_M
QuickBooks Team

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Thanks for dropping by here today, @brattlefilm. I'll share an insight about the auto-populating feature and the current display inside QuickBooks Online (QBO).

 

As I've checked here, when you enter a check or deposit inside the company, you can only auto-populate the category and item details. However, for the Bank Account section, you'll need to choose manually the appropriate bank account you want to use for the transaction.

 

Also, I'd like to share that the program offers two different perspectives on handling your business. You can utilize the Accountant view and the Business view

 

You can consider checking this feature and see what works well for you to focus on handling your business more.

 

Feel free to visit this page for more information: Switch between Business and Accountant view in QuickBooks Online.

 

I've got you this article to help you manage payments inside QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

If you got time to spare, I'd also recommend checking this page about modifying and adding details to your reports in QBO: Customize reports in QuickBooks Online.

 

Thanks for visiting the Community space. Don't hesitate to let us know by leaving a comment below. Stay safe, and have a nice day.

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