How do I categorize deposits made by Intuit after payments are made by customers using credit cards for invoices? The payments have already been credited to the invoices

It's great to see to see you in the Community today, usercarolynw.

We'll have to open the deposits one at a time and add the category you wish to use. Let me help ensure you can do this task with just a few clicks.

If you haven't matched the transactions, head to the For Review column in your bank to classify them.

Here's how:

1. In QuickBooks Online (QBO), tap the Transactions or Banking menu on the left panel and choose Banking.
2. Click the Blue tile icon to select the bank account you're working on.
3. Go to the For review column and look for the deposits.
4. Open each one to expand the line.
5. Tick the radio button for Categorize and navigate to the Category section to select the account you wish to link associate with the entry.
6. Click Confirm to save it.

However, if the deposits were already matched to the invoices, let's open the register where the entries are posted. Then classify each one from there.

1. This will open a window that lists all accounts.
2. From there, pick the correct bank account and tap the View register link under the Action column.
3. You'll be routed to a page where you'll see all the entries tracked on the account.
4. Look for the deposit and click on it to expand the line.
5. Press the drop-down arrow under the Payee Account column and choose the category type from the list.
6. Tap the Save button to keep the changes.

For more details about classifying entries, check the following article: Categorize and match online bank transactions. It outlines the complete steps on how to review your downloaded entries and match them to existing ones in QBO.

In addition, this reference contains topics about processing credits, refunds, payments, personalizing sales forms, and other customer-related activities:

Sales and customers.

Keep in touch if you need further assistance categorizing deposits and other entries. I'll jump right back to make sure this is taken care of for you. Enjoy your weekend.

Thanks for your help!  I'm familiar with the process of categorizing expenses.  What I need to know is which account do I choose to categorize the deposits into.  Customer has paid for an invoice with a credit card and the payment is matched to an invoice.  All good.  Then Intuit posts another deposit to QuickBooks.  It's this additional deposit that I'm not sure what to do with or where to categorize it to have everything balance out in QB.  Do I exclude it?  or?  

Carolyn.

Good afternoon, @usercarolynw. 

Thanks for reaching back out to the Community. Let me share some additional information. 

You won't exclude this deposit, but you'll need to match it the transactions together. See this article for more details: Categorize and match online bank transactions in QuickBooks Online.

If you're unsure of the category that the transaction needs to be in, then I recommend consulting an accountant. 

Please keep us updated. If you have any other questions or concerns, don't hesitate to ask. Have a great day! 

The remaining question is WHICH category do I use for these duplicate entries so that the Intuit Deposits do not show as income a second time.  Does QuickBooks have a phone number to call to ask these types of questions?  Is it included in our monthly plan?  What is the cost for such services?  Asking our regular Accountant is not cost effective.  Is there another source to get answers from without breaking the bank?