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January 23, 2022

Let's make sure to match your bank transactions properly, @accounts512

 

The Uncategorized Income account is created by QuickBooks automatically when QBO can’t figure out how to categorize the transaction. You can select the appropriate category by following the steps below. 

 

  1. Go to the Banking or Transaction menu on the left panel.
  2. In the For Review tab, find the transaction assigned to Uncategorized Income. Then, click on the  transaction to view the details.
  3. Click the Category drop-down arrow to select the correct account.
  4. Then, click Add to categorize them.

 

Also, utilize the Find Math option to apply these transactions to what you have entered in QuickBooks. Here's how:

 

  1. Click Find Match.
  2. Tick all the associated transactions to have the same total amount, and click Save
  3. When everything looks good, select Add.

 

You can use these articles as an additional reference when categorising transactions and reconciling accounts in QBO:

 

 

Stay in touch if you need further help. I'll be around anytime. Take care and stay safe, accounts512.