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toya3
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!

 
5 Comments
Fiat Lux - ASIA
Level 15

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?

RenjolynC
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.

Ruby0823
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!

Hello! 

I have an online boutique, however, I didn’t want to use app to transfer all my sales into quickbooks because it will just make QB slow and more complicated for me. I was watching a video on how to manually transfer each sales from Shopify to QB, but I need more assistance. 

MorganB
Content Leader

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!

Hi there, Ruby0823.

 

Thanks for reaching out here in the Community for support. I'd be glad to provide some additional info about transferring Shopify sales to your QuickBooks Online account.

 

The easiest way to do this would be through the Shopify app, which can be found on the third-party apps site. These kinds of apps are designed to allow for seamless integration between the two platforms so you can work in one space. If you're concerned about the program bogging up your QuickBooks Online account, I recommend regularly clearing the browser cache to keep everything running smoothly. 

 

You're always welcome to hang out here in the Community and wait for other users to reply with details on how they currently have this set up. You can also find out more by checking out these other video tutorials

 

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.

Fiat Lux - ASIA
Level 15

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!

@Ruby0823 

As another option, explore this app to reconcile your Shopify transactions into QBO.

https:// synder.grsm.io/quickbooks

 

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