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sc_biz
Level 2

Why can't I add customer/project when categorizing some credits

Hello,

I want to be able to add customer/project when categorizing credits to my bank account (I use the 'Projects' to track my expenses by season and I want to be able to apply refunds from vendors to a specific season). The customer/project field is available for some credits, but not for others. Specifically it is not available for any of the credits on my linked business checking, but is available for the credits I've seen on a linked credit card.

 

Available here:

Screen Shot 2021-10-18 at 4.16.45 PM.png

But not here:

Screen Shot 2021-10-18 at 4.26.09 PM.png

Solved
Best answer October 19, 2021

Best Answers
RenjolynC
QuickBooks Team

Why can't I add customer/project when categorizing some credits

I appreciate your time getting back here, sc_biz.

 

Let me share some additional info about your situation.

 

The information we receive is all dependent on what your Financial Institution shares with us. You may see the Customer/Project drop-down menu on some transactions. 

 

If the option is not available on the transaction you want to add, you can use the Vendor/Customer drop-down list. Then, choose the project you've created in QuickBooks.

 

Here's a sample screenshot for a visual reference:

 

 

To help categorize and match your downloaded transactions, you can watch a video tutorial in this article: Categorize and match online bank transactions in QuickBooks Online.

 

You can also visit our general help topics page to search for related help articles, Community discussions, video tutorials and more.

 

Please don't hesitate to leave a reply below if you have any additional questions or other concerns. We're always available to help. Take care and stay safe.

View solution in original post

6 Comments 6
JessT
QuickBooks Team

Why can't I add customer/project when categorizing some credits

Hi sc_biz,

 

Welcome and thank you for visiting the Community today!

 

Currently, we're unable to tag projects or customers in cash-in/deposit/RECEIVED transactions, such as vendor refunds or customer payments. It will also prevent users from tagging them twice, especially on received payments.

 

If your purpose of tagging a certain project on your vendor refund is to return the money back the to customer of that project, you can create them a refund receipt. 

 

Let me know if you have other questions in mind.

sc_biz
Level 2

Why can't I add customer/project when categorizing some credits

This isn't about issuing credits to customers, it's about tracking credits to myself. I have a fashion brand and I want to track profitability by season. So I've created two projects so far an A/W2021 project and a S/S2022 project. I want to assign costs and credits (either vendor refunds or sales) to those projects. But since now I find out that I can't assign credits to these projects, what am I supposed to do? How are people meant to track the profitability of a project rather than a timeframe?

Jovychris_A
QuickBooks Team

Why can't I add customer/project when categorizing some credits

Thanks for sharing more details about your concern, @sc_biz.

 

It's my pleasure to share more insights on how you can track your project income and its costs.

 

In addition to my peer's response, you can track your fashion brand's profitability by season by creating a project in QuickBooks Online. Like the usual transactions added on a project (manually adding income and costs), you'll be able to match your recorded credits in QuickBooks with your online banking entries while being able to run a Project profitability report.




Also, when you track credits to yourself, you can create a sales receipt to add it to the project.

 

Feel free to take a look at this article for more details: Set up and create projects in QuickBooks Online.

 

You might also want to track hourly labor costs and profitability by a project in QuickBooks Online when you're working as a team.

 

If you have other concerns with tracking your project profitability, please let us know by commenting below. We're always here to help you. Have a great day!

sc_biz
Level 2

Why can't I add customer/project when categorizing some credits

It's seems as though you didn't really read my question. I have already created projects. I have my bank account linked and am not manually entering transactions. The problem is that, of course, my bank account is often credited-- from sales, vendor refunds, and owner investments. I need to be able to associate this income with a project. Again, I have already created the projects, I do not need information on how to create a project. But, if you look at the images from my original question, the UI does not allow me to assign the cash credits from my bank account ledger to projects. So what am I supposed to do? These transactions are already recorded from my downloaded bank account info..it's not as though someone handed me cash and now I need to create a sales receipt. How am I supposed to associate positive transactions on my bank account with a project?

sc_biz
Level 2

Why can't I add customer/project when categorizing some credits

And follow up to my above comments. Note, this is a Shopify store. I am not manually invoicing customers, or tracking inventory, or sending receipts. Shopify has these features and does them automatically. I simply need to be able to record income that comes into my bank account under a project. How is this accomplished?

RenjolynC
QuickBooks Team

Why can't I add customer/project when categorizing some credits

I appreciate your time getting back here, sc_biz.

 

Let me share some additional info about your situation.

 

The information we receive is all dependent on what your Financial Institution shares with us. You may see the Customer/Project drop-down menu on some transactions. 

 

If the option is not available on the transaction you want to add, you can use the Vendor/Customer drop-down list. Then, choose the project you've created in QuickBooks.

 

Here's a sample screenshot for a visual reference:

 

 

To help categorize and match your downloaded transactions, you can watch a video tutorial in this article: Categorize and match online bank transactions in QuickBooks Online.

 

You can also visit our general help topics page to search for related help articles, Community discussions, video tutorials and more.

 

Please don't hesitate to leave a reply below if you have any additional questions or other concerns. We're always available to help. Take care and stay safe.

View solution in original post

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