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fairfield-impex
Level 3

I am unable to see the category option when I create a sales receipt as the mode of deposit in the rule I created. Can you please advise why is this the case?

 
4 Comments 4
christine_w
QuickBooks Team

I am unable to see the category option when I create a sales receipt as the mode of deposit in the rule I created. Can you please advise why is this the case?

Hi fairfield-impex, 

 

Would you be able to provide some additional clarification to what you mean and what your trying to do? Are you trying to create a deposit, or are you trying to create a sales receipt? 

 

Comment here and we'll continue trying to find a solution to change the category. 

 

-Christine

fairfield-impex
Level 3

I am unable to see the category option when I create a sales receipt as the mode of deposit in the rule I created. Can you please advise why is this the case?

As I explained I need to create a rule to make a transaction to be a sales receipt.  When setting up the rule, it does not give me the option to identify the category. 

 
Currently I see this.
image.png
 
 
But it does not show the category when I change the transaction type. 
 
image.png
fairfield-impex
Level 3

I am unable to see the category option when I create a sales receipt as the mode of deposit in the rule I created. Can you please advise why is this the case?

image (1).pngImage.png

christine_w
QuickBooks Team

I am unable to see the category option when I create a sales receipt as the mode of deposit in the rule I created. Can you please advise why is this the case?

Hi fairfeld-impex, 

 

Thanks for clarifying, I see what you mean. This is the expected behavior, Sales Receipts cannot be associated with Accounts (Categories); this is because the Sales Receipts will always be associated with the Sales Accounts by default. Similarly, you are not able to edit the category on a Sales Receipt when you enter one manually. You are however able to associate it with products and services.

 

-Christine