Question

Can you please tell me how to update my Statement of Activity Revenue transactions that are showing up in the wrong category? The category and class are ok.

Forum|Forum|2 years ago
March 10, 2024
1 reply
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We post pledges and match when the deposits come through. We categorize these by type of pledge. They are all showing under anonymous and not the class or category selected. How do I fix this? I have checked the settings under products and services, and under the chart of accounts. This anonymous category is one of our revenue categories but should not have anything under it so far this year. The correct categories are showing empty.

QuickBooks Online

Thank you for bringing this out to the community, Sara

I'm here to provide you with information on how to update the category of your transaction.

Follow these steps:

1. Go to Transaction and select Bank transaction menu.

2. Click on the Categorize tab.

3. Choose the transaction from the Added or Match column.

4. Change the category under the Account column.

5. Click on Save and close.

Once done, repeat the process from steps 3 to 5 for the remaining transactions that you need to update the category.

Additionally, I've added this article to help you categorize your transaction: Categorize transaction in QuickBooks Online.

If you have more questions related to your transactions, please don't hesitate to reply to this post. We're available 27/7. Have a great day.

SaraLee22Author

Unfortunately, these directions did not work.

The category does not change.

SaraLee22Author

Sorry the account does not change when I click add.