cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
clive-twamalign-
Level 1

If payment is made in quickbooks, how do i categorise without it becoming a deposit.

i need to categorize payments made however they keep reflecting as a deposit due to payment already been made in sales
1 Comment 1
LieraMarie_A
QuickBooks Team

If payment is made in quickbooks, how do i categorise without it becoming a deposit.

Hi there, @clive-twamalign-.

 

Thanks for coming to the Community! I'd be delighted to help you categorize those transactions properly.

 

To clarify, are they automatically added to QuickBooks? Do you have a bank rule created? Bank rules are a marvel and can save data entry time. It helps automatically confirm and add transactions for you. You can verify this by going to the Rules tab in Banking

 

Here's how:

 

  1. Go to the Banking menu and then Rules.
  2. Look for a matching rule.
  3. If you wish to keep it but don't want to auto-confirm transactions, click Edit and turn off Auto-add. Then, Save.
  4. You may also delete it by selecting Delete from the dropdown under Actions. Then, select Yes to confirm.

 

If QuickBooks already added the payments, you have the option to recategorize them by undoing them first from the Categorized tab.

 

Follow these steps:
 

  1. Go to Banking.
  2. Choose the blue tile for the account you want to review.
  3. Select the Categorized tab.
  4. Find and pick the transactions you want to remove.
  5. Click Undo. The screenshot below shows you the last three steps.

    Capture.JPG
     

Once done, these transactions will go back to the For Review tab, where you can reclassify them and make sure to put them in the correct accounts.

 

Please let me know how these steps help you out with categorizing your payments. I want to make sure your issue is resolved. I'm always here if you need further assistance. Have a great one!