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userwaqarqamar22
Level 1

I recorded receive payment from new by select receive payment and matched inv vise. In banking tab i found that payment in "For Review". i want it in Categorized colum.

i have banking rule which categories this customer receive payment in Sales... which i think should be categorized in A/r . once i try to match match receive payment from bank feeds "For Review" Colum i shows no respected inv ...may be bcz its already adjusted while recording recieve payment inv wise
2 Comments 2
Mark_R
QuickBooks Team

I recorded receive payment from new by select receive payment and matched inv vise. In banking tab i found that payment in "For Review". i want it in Categorized colum.

The confusion ends here, @userwaqarqamar22.

 

Allow me to fill you in on everything about categorizing and matching transactions in QuickBooks Online (QBO).

 

Yes, you are correct. When you manually receive payments of the invoice, the invoice won't show upon matching the payment from the Banking page. It is because the invoice was already paid manually.

 

Also, in categorizing sales transactions, it should be categorized as an income account, not A/R, since the payment is already received. To know more about categorizing and matching your bank transactions, feel free to read this article: Categorize and match online bank transactions in QuickBooks Online.

 

You might also want to check out this article to learn more about setting bank rules: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

Mark_R
QuickBooks Team

I recorded receive payment from new by select receive payment and matched inv vise. In banking tab i found that payment in "For Review". i want it in Categorized colum.

I'm back to check if everything is clear, @userwaqarqamar22.

Did the information I provided answer your question? If you need further assistance with this, you're welcome to post again or leave a reply below. We're always here to help.

Have a great day ahead!

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