A little less friction.
On supported new transaction forms, Workflow Polish brings focus to the Payee, Vendor, or Customer field so you can begin with the relevant person or business.
How to use it
- Enable Workflow Polish.
- Open a new supported Expense, Bill, Check, or Invoice form.
- Begin selecting its Payee, Vendor, or Customer when the field is focused.
- Continue with QBO’s normal entry and validation controls.
What that looks like
Illustrative example
Open a new Expense and start typing its payee instead of first clicking into the field.
Good to know before you start
What you need
- Workflow Polish enabled.
- A supported new transaction form and native payee/customer control.
Scope & limitations
- Focus is a convenience; it does not enter or choose a contact for you.
- Not every custom QBO form uses the same field layout.
- Existing dialogs and unavailable fields can prevent autofocus.
Something look different? Visit help & support. QuickBooks changes its interface, and available controls depend on your company and permissions.