Hello, I've had a receipt into my bank account that seems to have gone to a miscellaneous income, but i need to allocate it to an invoice. How do i do that? thanks

I'm here to help share how you can allocate a receipt to an invoice, @marissa-leadersm.

You can change the account of the receipt downloaded into your bank from a miscellaneous income account to your debtor's account. This way, the amount will be linked directly to the profile on the name of the receipt so you can allocate it to an invoice. I'll show you how.

1. Go to Banking.
2. Under For review, select the receipt in question.
3. Select Categorise.
4. On the Supplier/Customer section, select the name of the customer base on the actual invoice.
5. Below the Category selection, choose your debtor's account.
6. Click Add.

This article will discuss more details about how to categorise your downloaded bank transaction: Categorise and Match Online Bank Transactions in QuickBooks Online.

Once done, go ahead and create the payment for the invoice in question. You'll see the amount of the receipt under the Credits section, select it and allocate it to the corresponding invoice.

I'm also adding this reference with the steps you can use to keep your account register matches your bank and credit card statements: Reconcile an Account in QuickBooks Online.

Let me know if you have any additional questions about banking transactions by using the Reply option below. I'm here to ensure your continued success. Take care and stay safe!