Auto Categorize from Vendor Profile
under review
Anjali Bathra Ravikumar
Thank you all for the feedback. We are actively considering different ways we can have the category field follow these vendor defaults. It is in our backlog and we hope to tackle this soon.
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Julie Kempson
YES! and can you please allow balance sheet accounts to be used in the default expense category. Almost all our expenses are advanced client costs which has to be on the balance. sheet, but it won't allow that.
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Bonnie Schaefer
Yes it's really a pain to have to go look up in the vendor list. You took functionality away that we used to have in QBD. For one of my clients, I actually have a 2 page single-spaced list of where to charge vendor transactions to. You can say, well doesn't the bank feed remember? Not in this case - my client uses checks. Thanks.
hector
Bonnie Schaefer this is only partially true because in QuickBooks desktop this feature only works when entering the transaction from the register or in the individual transaction page. Bank fees, always used the bank fees, engine and rules to categorize.
That being said, in Quickbooks online this feature only activates when creating transaction individually, and it doesn’t work in the check register, which I wish it would.
I also agree that in the absence of a bank rule, a previously categorized transaction with the same bender, or a high confident, AI suggestion, Quickbooks your default to this default category
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Pamela Kyle
The vendor record has a place to enter the default GL account. Don't know how well this gets pulled in with AI in the mix, but it would be worth a try.
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Sheena Larson
Pamela Kyle Yes! It just doesn't work. It would be nice if it did work.
hector
Pamela KyleAi bank feeds ignores this 100%
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Marie Porolniczak
Agreed. Quickbooks desktop was great at this.
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under review