Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
DebSheenD
QuickBooks Team

Reply to message

Hello, carrados.
 

I appreciate you for reaching out to us here in the Community. I'm here to share some information about credit or income transactions

To start with, credit or income transactions will show up in green as positive transactions since they sign as receivables from your customers. When you categorize them as you normally do, these transactions will show up as income in your Profit and Loss report.

Here's how to categorize income transactions:
 

  1. Click Transactions menu.
  2. Find a transaction on the list.
  3. Hit Business if the transaction was for business, or select Personal for personal. If the transaction was both, tap Split.
  4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
  5. If you need to change the category, click the category link. choose a general type, and select a more detailed category.
  6. Once done, hit Save.


You can check this article for information about categorizing income or expense: Categorize transactions in QuickBooks Self-Employed.

Additionally, you can also check for the content of this helpful article so you can easily handle duplicate transactions once you reviewed them: Learn what to do if you see duplicate transactions from your connected bank and credit card accounts.

Leave a comment below if you need more assistance categorizing your income transactions in QuickBooks. I'm always here to help. Take care always.

Need to get in touch?

Contact us