Can you please tell me how to update my Statement of Activity Revenue transactions that are showing up in the wrong category? The category and class are ok.

Thank you for bringing this out to the community, Sara

I'm here to provide you with information on how to update the category of your transaction.
 

Follow these steps:

1. Go to Transaction and select Bank transaction menu.

2. Click on the Categorize tab.

3. Choose the transaction from the Added or Match column.

4. Change the category under the Account column.

5. Click on Save and close.

Once done, repeat the process from steps 3 to 5 for the remaining transactions that you need to update the category.

Additionally, I've added this article to help you categorize your transaction: Categorize transaction in QuickBooks Online.

If you have more questions related to your transactions, please don't hesitate to reply to this post. We're available 27/7. Have a great day.

Unfortunately, these directions did not work.

The category does not change.

Sorry the account does not change when I click add.

There is a glitch in the system.

When I follow your directions and do NOT match, which we are required to do and have been doing for over five years, the system is undoing the category.

The matched transaction is categorized correctly, please advise.

Hello there, Sara.

I'll show you some troubleshooting steps to help you change transaction categories in QuickBooks Online.

Indeed, selecting the appropriate category for your transactions is essential to keep your book accurate. Therefore, I recommend a private window to resolve browser-related issues that prevent you from implementing the changes within the program.

Please refer to these keyboard shortcuts depending on your browser:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

Once it works, head back to your regular browser and clear its cache to avoid related discrepancies. Also, consider using the system's supported browser for the best and most secure experience.

Moreover, you might want to create bank rules to automatically categorize transactions from your bank to speed up the process. It will apply to your transactions, which you'll review daily or allow QuickBooks to accept automatically.

On the other hand, you can also scan these resources to review your transactions and prevent any unwanted changes:

• Reconcile an account in QuickBooks Online
• Close your books in QuickBooks Online

Feel free to update us in the thread if you have additional questions when categorizing transactions or other related concerns in QuickBooks Online. I'm always here to lend a hand.

So I spent an hour with the chat team member June, and was still not able to resolve.

I used this method as you instructed and now a new problem.

Once categorized, the item added goes to the correct category, yay, however, the pledge still remains showing in the wrong category and now looks like we have double the funds expected.

I seriously need someone who knows what they are doing to assist.

I understand the importance of accurately categorizing transactions, Sara. I'm here to share insights on how you can fix this in QuickBooks Online (QBO).

Please know that the category that will show in the Statement of Activity report is the income or revenue account you choose for the transaction and the items in the Product and services. You can follow the steps below to check if you utilize the correct income account:

1. Go to the Gear icon, then select Products and Services.
2. Locate the item and click Edit.
3. Review and check the category you select in the Income account section.
4. Click Save and close.
   
   

Regarding the pledge under wrong category, you can review the income account in the product/service item of that pledge transaction and make the necessary changes as needed.

Additionally, you can generate various reports to gain valuable insights into your purchases, sales, and inventory status.

Also, customize them to make them personalized and fit your reporting preferences.

If you have more questions about managing your pledge categories, feel free to ask here in the Community space. I'll be around to assist you. Stay safe and take care always.

There is a glitch or bug in the chart of accounts, we created a new account and reassigned everything and it's working now.  We retired the account that was causing all the issues, had to re-reconcile for the year to fix everything.  Found the work around ourselves.