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nancy-therarisin
February 11, 2024
Question

Can you help with current year QBO Transition glitch. EOY shows income showing up in 2 categories. Do not know how to delete the right one to get rid of it.

  • February 11, 2024
  • 1 reply
  • 0 views
Perhaps is problem with manual entry of payment and automatic bank transaction of deposit.

1 reply

M
Mark_AG
February 11, 2024

Hi there, Nancy.

 
In QuickBooks Online (QBO), if you're experiencing a glitch where income shows up in two categories at the end of the year, you'll need to review your transactions to identify and correct the issue. Rest assured I'm here to help you fix this.
 
I've got some steps you can take to address this problem. First, go through your income transactions for the year and identify any duplicates or errors in categorization. If you have manually entered an invoice payment in QBO and added downloaded transactions at the same time, you'll have to need to undo and then match or exclude the entries.
 
Here's how:
 
  1. Go to Transactions, then choose Bank transactions.
  2. Click the tile for the account you want to review.
  3. Head to the Categorized tab and undo the transactions in question.
  4. Go back to the For review tab to match or exclude them.

 

Furthermore, if you're using bank rules, you'll need to review the setup and ensure it's ruled to categorize on the proper account. You can refer to your bank statement when reviewing your transactions to ensure you're recording the right ones. Using this method, you can identify the cause of the double entries.

 

Let me know if you need further assistance with your transactions showing up in two categories. I'm always here to assist you.

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