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hutchinsmichelle
Jan 19, 2022 9:47 PM UTC
Question

How do I report a problem? I tried chat, but I knew more than the guy I was chatting with

My downloaded info from Etsy is normally put into the correct category. Since the 1st, my income and half of my expenses are being recorded as "uncategorized". I went through and put everything where it should be, but I don't want to do it for the year

3 replies

MirriamM
Jan 19, 2022 11:54 PM UTC

Hello there, @hutchinsmichelle. Thanks for reaching out and bringing this to our attention.

 

To start, I'd like to verify if Etsy transactions are imported into your QuickBooks Self-Employed (QBSE) account or automatically downloaded on the Transactions page?

 

In the meantime, to isolate the issue as to why Etsy transactions categorize as uncategorized, I recommend checking on the Etsy side how transactions are categorized. 

 

To know more about categorizing your transactions, see this article: Categorize transactions in QuickBooks Self-Employed.

 

As always please let me know how this goes or check back if you need help with QBSE. Have an awesome day!

hutchinsmichelleAuthor
Jan 21, 2022 8:55 PM UTC

They are automatically loaded from Etsy and normally categorized automatically. 

Since the 1st, all of my income (sales) and some of my expenses are no longer coming across the way they did prior. On the 1st, they changed to uncategorized. I'm hoping I won't have to change and categorize manually all year?  Thank you!

ChristineJoieR
Jan 22, 2022 12:07 AM UTC

Thank you for your quick response, @hutchinsmichelle. I can walk you through on how to create bank rules in QuickBooks Online (QBO).

 

Bank rules can help categorize your transactions automatically. Here’s how to create them:

 

  1. Select Settings and then Rules.
  2. Select Create Rule.
  3. In the Description field, enter the customer or vendor, check the Match exactly checkbox.
  4. Choose the account from the Account drop-down box. From the Type dropdown, select Business, Personal, or Split.
  5. Select the Category option and select a Category if you want QuickBooks to categorize transactions.
  6. Select the Also apply to past transactions checkbox if you want the rule to apply to past transactions.
  7. Select Save 

 

Bank rules are most effective for the same client and transactions.

 

Furthermore, these video tutorials will give you more tips and information within QuickBooks Self-employed. See this page.

 

Hit reply for any additional queries about matching rules in QuickBooks. I’d be happy to help you. Take care.

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