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June 30, 2022
Question

I ran profit loss report a heading of Uncategorised Income came up. how do I change that to sales?

  • June 30, 2022
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1 reply

June 30, 2022

Hello gwgamlin,

 

The uncategorized income is set by default for any entries that aren't assigned to a specific account. You'll have to locate each transaction to edit the account/category used. Here's how:

 

  1. From the Profit and Loss report, scroll down to the Uncategorized Income.
  2. Select the Total to see what transactions are in that account.
  3. Click on the Amount of the transaction to open it.
  4. In the Account Details section, hit the drop-down arrow and choose the appropriate account.
  5. When finished, hit Save or Save and Close.

 

In addition, you can set up Bank Rules to automatically categorize transactions for you for your downloaded bank feeds. Or if your transactions are too many to edit, it's best to contact your accountant that uses QuickBooks Online for accountants. That way the accountant can use the reclassify transaction options.

 

Also, you can check this link to learn more about bank rules and categorising bank transactions: 

 

If you have any other questions or concerns, please don't hesitate to reply to this thread.  We'd love to help!