Hi, when reconciling my bank activity to QBO, I added some transactions from our account details to uncategorized income as I wasn't sure where to apply the income at the time. I'm now trying to go back and correctly match these to the appropriate receivable but am running into some problems. I went to the uncategorized income account and unmatch the transaction to bring it back into my account detail and then matched it against the invoice; however, it is still showing in the uncategorized income account. Am I doing something incorrectly? Is there a better way to do this?
I have a similar problem. A client paid me twice in error. I imported the transaction and was able to apply one to the invoice as it should by the other is just siting there and I cannot apply it as a credit to the customer's account save it as a refund (which I have already refunded the customer via my back account). It is just sitting to the "For Review" tab under banking along with the refund that I send back to my customer. How do I clear them?