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Everything you need to know about banking in QuickBooks Online - Discover more
daniel-hunt
Level 1

How to I categorise income, i.e. an invoice payment, in banking in order for it to register as such on the dashboard?

 
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Best answer May 06, 2019

Accepted Solutions
BettyJaneB
QuickBooks Team

How to I categorise income, i.e. an invoice payment, in banking in order for it to register as such on the dashboard?

Hello there, @daniel-hunt.

 

You've got me here to help share some information about categorising your bank transactions in QuickBooks Online. If you are selecting bank deposit it will not show in the sales dashboard if we understand your query correctly. You can select match to match the transaction to your invoice and it should then show in the dashboard.

Here's an article that you can check out about adding and matching bank transactions in QuickBooks Online for your future reference: Add and match downloaded bank transactions.

 

Feel free to reach back out to me if you have any other questions with categorising bank transactions or any QuickBooks related thing. I'll be around to help you out. Have a good one.

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1 REPLY 1
BettyJaneB
QuickBooks Team

How to I categorise income, i.e. an invoice payment, in banking in order for it to register as such on the dashboard?

Hello there, @daniel-hunt.

 

You've got me here to help share some information about categorising your bank transactions in QuickBooks Online. If you are selecting bank deposit it will not show in the sales dashboard if we understand your query correctly. You can select match to match the transaction to your invoice and it should then show in the dashboard.

Here's an article that you can check out about adding and matching bank transactions in QuickBooks Online for your future reference: Add and match downloaded bank transactions.

 

Feel free to reach back out to me if you have any other questions with categorising bank transactions or any QuickBooks related thing. I'll be around to help you out. Have a good one.

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