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April 12, 2020
Question

I would like to know how to correct a credit card payment that has been entered as an uncategorized expense (that is how the banking feature downloads them.) Thanks!

  • April 12, 2020
  • 1 reply
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1 reply

QuickBooks Team
April 12, 2020

Hello zetamediallc,

 

The Uncategorized Income and Uncategorized Expense accounts are temporary tagging for the bank transactions that have unclear categorizations. You can change the accounts manually as you Add or Match them. You can use this link to know more: Match and categorize bank transactions in QuickBooks Online.

 

If you're downloading the same banking transactions every time, we can create bank rules so QuickBooks can categorize them automatically. We can use this reference to see the detailed steps on how to create one: How to set and use banking rules for downloaded transactions.

 

We're always right here if you need anything else.