Can you set defaults when uploading bills? as in Purchases in the Category (COA) for that supplier? Why can't I change Bill to Credit note when Uploading?

Let me clarify how defaults work when uploading bills and changing bills to credit notes, @dajaccs.

To start, the ability to set defaults when uploading bills is unavailable. However, you can manually edit the bill details by clicking on the Review tab.

Here's how:

1. Go to the left navigation panel and select Expenses.
2. In the Bills section, locate the bills that you want to change if the uploaded bill has missing information and select the Review option under the Action menu.
3. Fill in any missing information related to the uploaded bill.
4. Review the changes and select Save and Close.

For more information, you can refer to this article: Upload your receipts.

Moreover, please note that it's not possible to change a bill to a credit note. Once the bill is uploaded, the transaction type will be greyed out, indicating that it cannot be changed to a different type of transaction.

Aside from uploading your receipts or bills, you can also email them to QuickBooks.

If you have further concerns about managing uploaded bills, feel free to tag me in the comment section, @dajaccs. I'm here to help in any way I can.