Fixing miscategorized invoice matches

You definitely can correct the account, @Strikers. I'll be glad to walk you through the complete instructions as I share more info about Uncategorized Income in QBO.

Uncategorized income is the deposit that appears in a transaction record. Since you've already matched the invoices, it's possible that the payments do not have an accounting category attached to them. It can also be that QuickBooks automatically created this account because the system was unable to categorize it.

You can fix it by selecting the appropriate category or account from your Chart of Accounts. To proceed, you can follow the steps below:

1. Go to the Accounting menu and select Chart of Accounts.
2. In the Filter by name box, type Uncategorized Income.
3. Choose the transactions that you'll want to run.
4. From the Action column, click the drop-down arrow to tap Edit.
5. From the Account window, you can now change it to the correct account.
6. Press Save and Close.

See this article to learn more about reviewing transactions and putting them in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

I've included this reference so you can match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Please post a reply below if you have other concerns with your transactions in QuickBooks Online. I'll be more than happy to assist you again. Have a great day.

Thank you but unfortunately, this does not work. Editing the Uncategorized Income column gives me the option to add "Service/Fee Income" under the Tax Form Section but no matter what I do, the transactions still come up as Uncategorized Income when I run my P&L report for the year. I've spent hours and hours trying to figure this out and even about an hour with a QB tech over the phone with screen share and they seemed as clueless as me. I've never been so frustrated.

I tried renaming it and it moved them to a new category named "Service/Fee" and now on my P&L it comes up as that, while the rest of it is under "Service/Fee Income".

So now the new problem is I tried to merge the two accounts but it won't let me, giving an error message that I "can't merge this account because it is reserved for the Online Banking feature". I think if I can figure how to merge these, my problems will be solved.

Your concern is always vital to us, Striker.

My colleague above is correct about changing the appropriate category or account from your Chart of Accounts (COA). Since you mentioned that the option does not work and you are still experiencing the same issue. I recommend re-contacting our Customer Care Support. 

I understand that you have already contacted them to get this sorted out. However, it’s still best to reach out regarding this matter to double-check and locate the main cause of the issue. Our phone support has also the tools to initiate a further investigation if needed.

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

Let me know if you have more concerns about your QuickBooks transactions. I’ll make sure to get back as soon as I can. Stay safe!

My uncategorized income is the same amount that is already categorized to our membership accounts.  So it looks like it's adding it twice when I run my P&L.   I can't figure out how to fix this. 

Thanks for joining the thread, @tainzo.

It's my pleasure to help you with your uncategorized income that's showing twice in QuickBooks Online (QBO).

In your case, you'll need to verify if the transactions listed under Uncategorized Income are duplicates of the ones categorized in membership accounts. If verified, we can undo the duplicate entry. Let me share the steps below.

1. Click the Transactions menu, then select Bank Transactions.
2. Select the tile for the bank or credit card account you downloaded the transaction from.
3. Go to the Categorized tab.
4. Find the transaction you want to delete.
5. Then, select Undo from the Action column.

After undoing, you'll want to reclassify it to the appropriate accounts. Then, match them to existing transactions so they won't get duplicate entries. See this article for details: Categorize online bank transactions in QuickBooks Online.

Moreover, you can visit this article for future reference in reconciling accounts in QuickBooks to match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Please get back to this thread if you have other QuickBooks-related issues. I'll be around to help you.

I have my invoice categorized as "conference receivables". I have the payment received categorized as "conference receivables" and QB still lists this as uncategorized income. what the hell is going on?

QuickBooks Online assigns the Uncategorized Income account to amounts received and the Uncategorized Expense account to amounts paid, awecaw. Let me share more details about this so you can categorize the transaction correctly.

You'll want to review the transaction and make sure it's posted to the correct account. If an uncategorized income transaction is a result of missing or mismatched customer invoices and payments, you can correct this by undoing the deposit under the Reviewed tab.

Then, click Find Match to apply the payment to an invoice you have already entered in QBO. For more details about matching transactions, see this article: Categorize and match online bank transactions in QuickBooks Online.

Also, the outdated stored cache can affect the performance of the program. I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. Incognito mode helps us verify the issue since this doesn't save any files.

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If the submitted form shows, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.

I'd also encourage consulting with your accountant for guidance in choosing the correct account and to steer away from any errors.

I'll also include these helpful guides regarding reconciliation workflow and troubleshooting:

• Learn the reconcile workflow in QuickBooks
• Fix issues the first time you reconcile an account in QuickBooks Online

Click the reply button below if you need more help managing your accounts or categorizing transactions. I'm happy to help. Take good care.