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Debbie JT
Oct 27, 2022 3:32 PM UTC
Question

Payment posting

I have 2 clients that have paid credit cards (Chase) and QBO will not let me catagorize them.  It is wanting a credit card payment and that is not what this is.  Please see if there is a glitch as this has never happened before.

1 reply

mv32
Oct 31, 2022 8:55 AM UTC

Welcome to the Community, @Debbie JT.

 

I know how beneficial it is to categorized transactions normally in the Banking tab. Having this feature lessens your workload and increase productivity.

 

Your bank may have posted this transaction incorrectly since the system depends on the bank's data. This is the reason why QuickBooks is unable to categorize this transaction.

 

In your case, I suggest excluding this transaction and recording the customer payments by hand. This way, you're able to record transactions manually. Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Banking.
  2. In the For Review tab, check the transaction box in question to exclude.
  3. Select Exclude.

 

Once done, you can then record the payment. Take a look at these articles for the detailed steps:

 

Please let me know if you have additional questions. I'm always here to lend a hand. Stay safe and well.

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