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Level 2

Business Income not showing in "Tax Summary"

Hello.

When I allocate a transaction from a linked bank account transaction as BUSINESS and allocate it to the BUSINESS INCOME tab it does not show on the tax summary page in "Quick Books self employed" can you help me with this please. If I type in manual transactions it does work.

It is the trial version I am using right now. Thank you.

Solved
Best answer May 05, 2019

Accepted Solutions
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QuickBooks Team

Business Income not showing in "Tax Summary"

Hi John1971,

 

Categorizing transactions from bank, or entering and categorizing them manually should work the same. I'd recommend reaching out to our Chat team to check this further. They have tools to view your setup and find the root cause of this behavior.

 

  1. Click on Help and select Contact us.
  2. Write a short description of your concern and select Continue.
  3. Click on Start a chat.

If you have other questions, please let us know.

View solution in original post

3 REPLIES 3
Highlighted
QuickBooks Team

Business Income not showing in "Tax Summary"

Hi John1971,

 

Categorizing transactions from bank, or entering and categorizing them manually should work the same. I'd recommend reaching out to our Chat team to check this further. They have tools to view your setup and find the root cause of this behavior.

 

  1. Click on Help and select Contact us.
  2. Write a short description of your concern and select Continue.
  3. Click on Start a chat.

If you have other questions, please let us know.

View solution in original post

Highlighted
Level 2

Business Income not showing in "Tax Summary"

Hi Jess, thank you for the advice, I will speak to the chat team.

Highlighted
QuickBooks Team

Business Income not showing in "Tax Summary"

You're welcome, John1971.