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blueberry123
January 13, 2021
Question

Uncategorized Income

  • January 13, 2021
  • 2 replies
  • 0 views

Hi! I have a problem with uncategorized income. I manually added transactions to uncategorized income as I wasn't sure where to categorize it at that time. Now, I want to reclassify it to the correct account. What should I do? Please help me. Please. Thank you!

2 replies

M
Maybelle_S
January 13, 2021

Glad to have you here in the Community, @blueberry123.

 

I can help you correct the Uncategorized Income to the correct account. We can do it by going to the Chart of Accounts.

 

Here's how:

  1. Go to the Accounting menu.
  2. Select Chart of Accounts.
  3. On the Filter by name box, type Uncategorized Income.
  4. Choose the transactions that you'll want to run.
  5. From the Action column, click the drop-down arrow.
  6. Select Edit.
  7. From the Account window, you can now change it to the correct account.
  8. Click Save and Close once done.

I've also added this article about categorizing transactions in QBO: Categorize and match online bank transactions.

 

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

    B
    blueberry123Author
    January 14, 2021

    How about if it's a double entry? Can I delete it? Thank you! 

    Adrian_A
    Adrian_A
    January 14, 2021

    Hi there, blueberry123.

     

    The transactions in QuickBooks depends on your banks. If the duplicate entry was not recorded on your bank, we can delete them.

     

    I'd still suggest reaching out to your Accountant. This way, they can guide you if the option to delete it is the best way.

     

    Then, you can follow these steps to delete:

     

    1. Go to the Sales menu and click Customers.
    2. Select the customer where you created the transaction. 
    3. Locate the transaction and from the ACTION column, select the drop-down arrow.
    4. Click Delete and select Yes to confirm. 

     

    After managing all your transactions, you might want to reconcile the account.

     

    I'm just a post-away if there's anything that I can help. Keep safe!

    K
    Koutsos23
    January 30, 2023

    Doing this step does not allow you to apply it to an invoice. 

     

    How do you change it to apply to an invoice? Do you have to delete it and start over?

     

    It was an unknown CCard pymnt received that was not applied to an invoice just placed in Uncategorized Income til we could identify it, but proceed with matching bank download with the receive payments. 

     

    Thank you!

     

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