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Level 1

I run an online store so all of my sales are transferred from my website processor to my business account. I tried to categorize as “sales” but it’s not reflected. Help!

 
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Level 13

I run an online store so all of my sales are transferred from my website processor to my business account. I tried to categorize as “sales” but it’s not reflected. Help!

On which platform do you have to build your online store?

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QuickBooks Team

I run an online store so all of my sales are transferred from my website processor to my business account. I tried to categorize as “sales” but it’s not reflected. Help!

I'd like to clarify some information, toya3.

 

Did you categorize the sales from the Banking page? If so, you'll want to undo these transactions by following these steps:

 

  1. Go to Banking > Reviewed.
  2. Find the sales transactions you've added and click the Undo link under the Action column.
  3. Once done, click the For Review tab and categorize the transactions again.
  4. Select the Add button after.

 

Then, run a Transaction Detail by Account report to view the transactions added. 

 

You can also view this article for reference: Match and categorize bank transactions in QuickBooks Online

 

Otherwise, reach out to the third-party processor. This way they can check the setup and investigate this further.

 

I'm just a few clicks away if you need anything else. Thanks.

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