Hello, katarina2. 

When a browser's cache storage is full or corrupted, it can cause error messages or not loading on certain webpages in QuickBooks Online. Let's rule this out by using an incognito or private browser:

Here's how: 

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue. 

Our doors are always open to help you again if you have any other concerns or follow-up questions in QuickBooks. Have a great day ahead and stay safe!

Who is the payee? If it's my credit card, am I the payee?

Thank you for joining the thread, @kpcbookkeeping. I’ll share some information about payee field in QuickBooks Online (QBO).

In QuickBooks Online, the person you receive payment from is the name you entered as payee or payor. I've added a screenshot for your visual reference:

Moreover, you can utilize the following articles when categorizing, matching and reconciling your account in QuickBooks Online.

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Let me know if you need further assistance with banking. The Community always has your back. Stay safe!

If we add cashback reward as other income then it is increasing the revenue and when I am doing the GST filling the cashback was nontaxable so the total revenue does not match with the GST collected as we have not collected GST on the cash back. Please reply and thanks

Thank you for participating in this thread, Danny 1.

I'm here to help ensure your cashback is properly recorded in the online program. This way, you can file your GST return smoothly.

In QuickBooks Online (QBO), you can use an expense or income account to track your cashback reward. See the following link for more information: How can I record a cashback to my credit card account?

Since the revenue and GST collected don’t match, I recommend consulting with an accountant to determine which account to use for the transaction. This will ensure that your tax return contains accurate information and that your books are in order.

You can bookmark this link in your browser for future use: QBO guide. It covers topics that will assist you in managing all tax-related tasks efficiently. From there, you'll learn how to manage tax notices, file your GST, and pay your taxes.

This should help you move forward today, Danny 1.

If you have any other tax-related concerns or questions about QuickBooks, utilize the Reply button to post them. I'll get back to you and answer your questions. I wish you continued success with your company.

I do not believe that cash back rewards are taxable income. However, I am not 100% certain.  If you record as a contra expense (decreasing expenses) - this in effect raises the amount of income dollar for dollar, therefore it would be taxed. 

    I can't find on the IRS website anything that answers this directly.  There was one case where a man was purchasing gift cards and then receiving cash back on these purchases. This was a scheme to earn cash rewards on basically transfers.  They ruled in this case it was income.  However under normal circumstances, I can't find an answer.  They are very vague about it.  

@aida I grew tired of the back and forth of who was correct in what they would do so I stopped reading before the third page of replies : /

Here's how I handle it. The business earns points for purchases on their Chase business card and can redeem for cash statement credits and even for certain purchases like shipping, internet, cable, and phone charges. I'm not sure if they run promotions on what charges can have the points apply directly to them, but when you do use that option, you can get a boost like 25% less points are needed to pay it off.

I create a credit card credit transaction and credit back the accounts I applied the points to(ie: USPS, FedEx, and Stamps.com credited postage expense, the calendar I bought credited office supplies, and our phone provider credited our phone expense).

We consider it a reduction of those expenses since we had to spend there to earn the points to use there. The direct point redemption to cash applied to the statement may not be what should be done, but I credit back the Owner's draw account. We can choose to receive a check from Chase or a statement credit so I figured this way was easier than waiting for a check in the mail that the owner may put in his account anyway. The card was obtained based off his financial backing after all so he should reap some benefits!

Just my two cents.

I have had a ridiculous amount of problems when linking Square and my Bank of America accounts with Quickbooks to the point of pulling my hair out and disconnecting both apps multiple times. I have a very similar question today with my Bank of America business credit card. I accumulated 375 dlls in rewards after using it for a year and just redeemed them as a statement credit (for business expenses). QB wants to categorize it as "credit card payment" and I have neither confirmed nor changed it, it's just pending in QB. Since I got no cash or check for this credit, how should I go about categorizing it? This thread shows just how confusing and complicated one very simple thing (and common transaction) can get. You seem to explain things more logically though than most of the answer out there.