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feprimafi-gmail-
Jan 18, 2024 4:16 PM UTC
Question

When an invoice is created in Quickbooks, how is it automatically categorised?

For an invoice transaction type in Transaction Report, in the account column, there is "Uncategorised Income", and in the Split column, "Debtors". Does Quickbooks credit the first and debit Debtors? Does it mean that when I review the bank transaction, I need to categorised it as Debtors? And how to change from Uncategorised Income to Sales?

1 reply

Ashleigh1
Jan 18, 2024 6:19 PM UTC

Hello Feprimafi-gmail-, thanks for posting on the Community page,  it's possible that the income account tied to the products and service used on the invoice is selected as Uncategorized Income. You can check it from the products and service>click edit next to the item that was used on the invoice and choose the sales income account. 

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