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b92butler-hotmai
Level 1

Is anyone's account not working properly?

I cannot categorise my payments and income. 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Is anyone's account not working properly?

Hello there, customer.

 

I can assist you in resolving your concern about categorizing your transactions. To ensure a timely solution I need to gather more information about what you're experiencing. This will determine whether or not we have a reported issue.

 

What is your Financial Institution's (FI) name? Did you receive any error messages or codes? May I know if the payments are downloaded from your bank or entered into the register?

 

While waiting for the details, let me share this resource that tackles keeping your downloaded bank and credit card entries in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, our banking online resources include articles that will teach users how to reconcile their accounts, manage banking transactions, and troubleshoot online banking issues, just to name a few.

 

Click the Reply button and enter your comments in the field box. I look forward to working with you again.