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creatingtruths
Level 1

All of the income I’m receiving via Zelle cannot me categorized as Sales, even though that’s what these payments are. How can I do that? It’s not allowing me to.

 
2 Comments 2
Charies_M
Moderator

All of the income I’m receiving via Zelle cannot me categorized as Sales, even though that’s what these payments are. How can I do that? It’s not allowing me to.

You've reached the right place for help, reatingtruths.

 

Transactions syncs in QuickBooks depend on what the bank or third-party applications allow. You can reach out to Zelle support to review and set the settings so transactions will flow as Sales in QuickBooks.

 

If you're trying to manually categorize it from the Banking page and you're not able to do so, may I ask if you encountered an error code for doing such? If not, I suggest performing some basic browser troubleshooting to isolate this case.

 

Let’s begin by accessing your QBO company through a private or incognito window. This helps isolate the issue since it doesn’t store data in the cache. Make sure to use the correct login credentials. 

 

Kindly use either of the following shortcut keys:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + P

When you're on the incognito page, try categorizing the transactions again. 

 

Here's an article that you might find helpful when matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

If it does, you may want to clear the browsing history of your regular web browser. This will remove previously stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.

 

For additional resources about managing your banking transactions, you can check out the topics from this link: Find help with bank feeds and reconciling accounts for QBO.

 

Please let me know how else I can help you with your categorized transactions by adding a comment below. I'm more than happy to help. Have a good one!

Charies_M
Moderator

All of the income I’m receiving via Zelle cannot me categorized as Sales, even though that’s what these payments are. How can I do that? It’s not allowing me to.

Hi, creatingtruths.


Hope you’re doing great. I wanted to see how everything is going about categorizing sales from Zelle. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

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