Question

Fixing miscategorized invoice matches

Forum|Forum|3 years ago
March 18, 2023
1 reply
11 views

Not really sure which category this falls under. Total noob here with QB online. Trying to file my taxes and I notice under my P&L report that some of my income transactions are categorized under "Uncategorized Income" instead of the "Service/Fee" category like the rest. I never really used invoices previously but started encountering this problem once I started using them and I can't figure out how to change them over. Usually I can just find it in my banking and undo it to put in the right category but I guess because these are invoices I matched, the transactions aren't showing up in my banking under Categorized. How do I get these categorized correctly under "Service/Fee"?

QuickBooks Online

J

JamaicaA

QuickBooks Team

You definitely can correct the account, @Strikers. I'll be glad to walk you through the complete instructions as I share more info about Uncategorized Income in QBO.

Uncategorized income is the deposit that appears in a transaction record. Since you've already matched the invoices, it's possible that the payments do not have an accounting category attached to them. It can also be that QuickBooks automatically created this account because the system was unable to categorize it.

You can fix it by selecting the appropriate category or account from your Chart of Accounts. To proceed, you can follow the steps below:

Go to the Accounting menu and select Chart of Accounts.
In the Filter by name box, type Uncategorized Income.
Choose the transactions that you'll want to run.
From the Action column, click the drop-down arrow to tap Edit.
From the Account window, you can now change it to the correct account.
Press Save and Close.

See this article to learn more about reviewing transactions and putting them in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

I've included this reference so you can match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Please post a reply below if you have other concerns with your transactions in QuickBooks Online. I'll be more than happy to assist you again. Have a great day.

S

StrikersIntlAuthor

Thank you but unfortunately, this does not work. Editing the Uncategorized Income column gives me the option to add "Service/Fee Income" under the Tax Form Section but no matter what I do, the transactions still come up as Uncategorized Income when I run my P&L report for the year. I've spent hours and hours trying to figure this out and even about an hour with a QB tech over the phone with screen share and they seemed as clueless as me. I've never been so frustrated.

A

Anonymous

Your concern is always vital to us, Striker.

My colleague above is correct about changing the appropriate category or account from your Chart of Accounts (COA). Since you mentioned that the option does not work and you are still experiencing the same issue. I recommend re-contacting our Customer Care Support.

I understand that you have already contacted them to get this sorted out. However, it’s still best to reach out regarding this matter to double-check and locate the main cause of the issue. Our phone support has also the tools to initiate a further investigation if needed.

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

Let me know if you have more concerns about your QuickBooks transactions. I’ll make sure to get back as soon as I can. Stay safe!

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