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May 5, 2019
Solved

How to I categorise income, i.e. an invoice payment, in banking in order for it to register as such on the dashboard?

  • May 5, 2019
  • 1 reply
  • 5 views
No text available
Best answer by BettyJaneB

Hello there, @daniel-hunt.

 

You've got me here to help share some information about categorising your bank transactions in QuickBooks Online. If you are selecting bank deposit it will not show in the sales dashboard if we understand your query correctly. You can select match to match the transaction to your invoice and it should then show in the dashboard.

Here's an article that you can check out about adding and matching bank transactions in QuickBooks Online for your future reference: Add and match downloaded bank transactions.

 

Feel free to reach back out to me if you have any other questions with categorising bank transactions or any QuickBooks related thing. I'll be around to help you out. Have a good one.

1 reply

BettyJaneB
Level 9
May 6, 2019

Hello there, @daniel-hunt.

 

You've got me here to help share some information about categorising your bank transactions in QuickBooks Online. If you are selecting bank deposit it will not show in the sales dashboard if we understand your query correctly. You can select match to match the transaction to your invoice and it should then show in the dashboard.

Here's an article that you can check out about adding and matching bank transactions in QuickBooks Online for your future reference: Add and match downloaded bank transactions.

 

Feel free to reach back out to me if you have any other questions with categorising bank transactions or any QuickBooks related thing. I'll be around to help you out. Have a good one.