After importing transactions to invoices and creating rule for deposit to categorizes these as a door dash income all are reporting as uncategorized income how do i fix?

ice cream startup · ‎June 14, 2020

LieraMarie_A · ‎June 17, 2020

Thanks for getting back to us, @ice cream startup.

When you use the Find match tool in categorizing your downloaded bank transactions, this will obtain the accounts applied in your original transaction.

The items used in your invoices may point to Uncategorized Income. Let's check your item details to verify the income account used.

Here's how:

Go to the Gear icon.
Select Products & Services.
Choose the item.
Under the Action column, click Edit.
Change the Income account if necessary.

Also, you'll need to match the deposit to your customer payment, not the invoice.

Once done, it's a great idea to reconcile your account to make sure that they match your real-life bank statements. For more information, check this article: Learn the reconcile workflow in QuickBooks.

Let me know in the comment section if you need further assistance. I'm always here to help. Have a good one.

View solution in original post

MaryLandT · ‎June 14, 2020

Thank you for contacting us, ice cream startup,

I'm here to help fix those categories in QuickBooks Online (QBO).

By default, QBO uses Uncategorized Income, Uncategorized Expense, and Uncategorized Asset accounts to temporarily hold your transactions.

On the other hand, QuickBooks automatically applies your bank rules. I recommending reviewing your entries before adding them to your books. This is to ensure you have accurate records on your register.

For now, you'll want to re-categorize them. All you need to do is go to the Reviewed tab, mark all those transaction, then click Undo. See the attached screenshot below for your visual guide.

Once done, check again your bank rule if it match with the details on your transactions. Then, go back to the For Review tab and categorize them.

Check out these articles for more information on how to manage bank rules and categorizing entries:

Stay in touch if there's anything else I can help you today. I'm always right here to help.

ice cream startup · ‎June 17, 2020

Thank you for the response and explaining how to recategorize the deposit. My issue is when i match the invoices to the deposit. I have created a rule to identify the deposit and categorize it properly but as soon as i manually match to the invoices it returns to uncategorized income. Is there a way to overide the category on the match transactions?

LieraMarie_A · ‎June 17, 2020

Thanks for getting back to us, @ice cream startup.

When you use the Find match tool in categorizing your downloaded bank transactions, this will obtain the accounts applied in your original transaction.

The items used in your invoices may point to Uncategorized Income. Let's check your item details to verify the income account used.

Here's how:

Go to the Gear icon.
Select Products & Services.
Choose the item.
Under the Action column, click Edit.
Change the Income account if necessary.

Also, you'll need to match the deposit to your customer payment, not the invoice.

Once done, it's a great idea to reconcile your account to make sure that they match your real-life bank statements. For more information, check this article: Learn the reconcile workflow in QuickBooks.

Let me know in the comment section if you need further assistance. I'm always here to help. Have a good one.

ice cream startup · ‎June 18, 2020

Thank you this work. For anyone else having this issue you have to delete the transaction and reimport once you have defined how they should be categorized following the instructions above.

Candice C · ‎June 18, 2020

Good Morning, @ice cream startup.

I'm glad that we were able to provide you with steps on how to resolve your issue. The Community is always here to have your back.

If you have any other questions or concerns, feel free to ask. Have a splendid day!

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After importing transactions to invoices and creating rule for deposit to categorizes these as a door dash income all are reporting as uncategorized income how do i fix?