Solved! Go to Solution.
It's nice to see you back here in the Community, @drstewart512. Let's figure out why your payment deposits are showing unassigned in QuickBooks Online (QBO).
Since customer payments are showing as unassigned even after categorizing them in the bank feed, it's possible that there is no assigned account for your products and services when setting them up for the first time. To rectify this, please refer to these steps:
However, if you've already assigned accounts for your products and services, let's redo the categorization to trigger the system to correct the changes. Here's how:
Furthermore, it's advisable to reconcile your account regularly to ensure that your transactions in QBO correspond to the ones in your bank statement.
Feel free to drop by the Community anytime whenever you have further questions concerning your bank transactions. I'm always available, and ready to assist you whenever you need it. Keep safe and have a nice day ahead.
It's nice to see you back here in the Community, @drstewart512. Let's figure out why your payment deposits are showing unassigned in QuickBooks Online (QBO).
Since customer payments are showing as unassigned even after categorizing them in the bank feed, it's possible that there is no assigned account for your products and services when setting them up for the first time. To rectify this, please refer to these steps:
However, if you've already assigned accounts for your products and services, let's redo the categorization to trigger the system to correct the changes. Here's how:
Furthermore, it's advisable to reconcile your account regularly to ensure that your transactions in QBO correspond to the ones in your bank statement.
Feel free to drop by the Community anytime whenever you have further questions concerning your bank transactions. I'm always available, and ready to assist you whenever you need it. Keep safe and have a nice day ahead.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.