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Kayla V
June 18, 2024
Question

Entering expenses the payment account changes to a random account

  • June 18, 2024
  • 1 reply
  • 0 views

Every single time I enter an expense and click "Save and New", the payment account will change from the bank account to something completely random (CC Account, Savings, Payroll Liabilities, etc.). I have looked in the settings with the automation but nothing, it only happens with one client. Not a huge deal but it does get quite irritating. Help/Advice please.

1 reply

R
ReymondO
June 18, 2024

I'd also feel the same if keep getting similar behavior when recording expenses, Kayla.

 

Let's perform some troubleshooting steps to address this and record your expenses to the appropriate accounts. Sometimes, a large cache build-up can cause unusual behavior in the system, which may explain why your payment accounts keep changing after saving transactions.

 

To fix this, open your account in a private window. Doing this will help us determine if the problem is related to cache build-up. Here's how to access this mode:

 

  • Ctrl+Shift+N for Google Chrome
  • Ctrl+Shift+P for Mozilla Firefox and Microsoft Edge
  • Command+Shift+N for Safari

 

If this resolves the issue, adjust the posting accounts for your affected expense transactions.

 

After that, switch back to your default browser and clear its cache. This will refresh the system and allow you to work with a clean slate. Alternatively, you can try using other compatible browsers to address the problem.

 

In addition, you can run the Expenses by Vendor Summary report to track the amount you're paying each vendor on a monthly basis.

 

If you have further questions about managing your expenses in QuickBooks Online, feel free to ask. I'm here to help.

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