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Hello, tlenzmeier.
Thank you for reaching out to the Community. I'd be glad to share more info about Uncategorized income in QBO.
The Uncategorized Income account is created by QuickBooks automatically when QBO can’t figure out how to categorize the transaction. So, if you see Uncategorized Income you can correct it by selecting the appropriate category or account from your chart of accounts.
Here's how:
I've also added this article about categorizing transactions in QBO: Categorize and match online bank transactions.
Let me know if you have other questions. Stay safe!
If I go to Chart of Accounts and navigate to Uncategorized Income, I can either run a quick report or edit the actual account or render it inactive. If I run the quick report, I get a listing of the transactions. Regardless of which hyperlink/quick-link I choose, the sales receipt screen appears. I have confirmed that the product/service is mapped to the correct income account. Even if I reselect the product/service, nothing changes.
Hey there, @tlenzmeier.
I appreciate you coming back to the thread to let us know some additional details about these transactions that are classified as Uncategorized Income.
To ensure this gets resolved as soon as possible, I recommend contacting our Customer Support Team. They'll be able to use a screen share tool to walk you through other steps that will fix this problem. Here's how:
In addition, you can check out our tutorials page to help you and your business in the future with other features that are available in your account.
Let me know what they say. I want to make sure that you get back on track. I'm only a post away if you need me again. Wishing you and your business the best going forward!
This method does work for anyone encountering this. What they forgot to mention is that you will be asked to merge the account you are editing to an existing one once you input the same account information and account name where you want the transactions to move to.
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