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How to change the default account for an app transaction

Forum|Forum|2 years ago
January 16, 2024
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I have the Amazon Business app connected to my QuickBooks Online account. When my transactions come through they are being defaulted to a deleted account. I have gone into the Vendor setup and added the default account I want the expenses to go to, but my app transactions are not defaulting to that account. Is there somewhere else I need to be changing this?

QuickBooks Online

Best answer by CarlSJ

Appreciate you for replying back, Dawn_at_Throw_Pink.

Allow me to assist you further and ensure you'll be able to set the desired account as the default one for your app transactions in QuickBooks Online (QBO).

Here's how:

Go to Transactions, then select App transactions.
Select App settings, then select Defaults.
Select Edit ✎, then select the purchase category you’d like QuickBooks to use.
Select Save & Close.

Furthermore, you can check out this article to learn what to do in case QuickBooks Online doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

Please keep us updated if you have any other banking or QuickBooks-related concerns. Stay safe.

K

Kurt_M

Welcome to the Community space. We'll share details to help you change the default expense account inside your QuickBooks Online (QBO) company.

Before anything else, please know that changing the default account in the Vendor profile works only for transactions created for that specific vendor. It will take effect on future transactions and not the existing ones. Also, for existing transactions, you may want to access them manually and modify the expense account used to have them routed to your new default account.

Since you mentioned you've connected your Amazon Business app to your QBO company, there's an option to categorize app transactions so you can have them available in your new default account. We'll write down the steps to get you going:

Access your QuickBooks Online company.
On the left navigational bar, go to the Transactions tab.
Choose App transactions.
Click the transaction you want to categorize, and then choose the account you want to use.
Select the Add button.

In case the option categorize is greyed out, you'll want to reach out to the Amazon Business App Support Team so they can help you modify the default account used. This way, when you update your bank in QBO, it shows the transaction with the correct account, and you can categorize and match it easily.

Furthermore, you can visit these articles to help you learn more about managing bank transactions and reconciling an account inside the program:

Feel free to visit us anytime if you need further assistance managing bank accounts and transactions inside QuickBooks. We'll be around to help you out again. Keep safe.

D

Dawn_at_Throw_PinkAuthor

You have told me how to change the account on the screen, which I already know how to do. I want to know how to make it default to the correct account. I have already gone into the vendor and updated the account so I don't understand why the app isn't choosing that account when it comes in.

C

CarlSJAnswer

Appreciate you for replying back, Dawn_at_Throw_Pink.

Allow me to assist you further and ensure you'll be able to set the desired account as the default one for your app transactions in QuickBooks Online (QBO).

Here's how:

Go to Transactions, then select App transactions.
Select App settings, then select Defaults.
Select Edit ✎, then select the purchase category you’d like QuickBooks to use.
Select Save & Close.

Furthermore, you can check out this article to learn what to do in case QuickBooks Online doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

Please keep us updated if you have any other banking or QuickBooks-related concerns. Stay safe.

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