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#HOW TO ENTER EXPENSES IN QUICKBOOKS DESKTOP PRO 2017 HOW TO#

Change the account from Uncategorized Expense to the correct expense account.

Click on Online banking matches to view the details of the transaction.

Double-click on each transaction to open it. Scroll down until you see Uncategorized Expense.

You be taken to the Expenses Center where you will see a list of all expenses.Ĭlick on the Category column to sort transactions by category.

Click on Expenses in the Left Navigation Bar.

There is no need to delete them and start over. If you accidentally recorded transactions to uncategorized expenses, you can easily edit the expense transactions.

#HOW TO ENTER EXPENSES IN QUICKBOOKS DESKTOP PRO 2017 HOW TO#

How to fix transactions recorded to uncategorized expenses in QBO Select an expense category (or account from your chart of accounts) to classify the expense transaction. If you see Uncategorized Expense in the “Category or Match” column then click on the transaction to view more details. Choose an income account from the Chart of Accounts.Click Find Match to apply the payment to an invoice you have already entered in QBO.Depending on the type of deposit you will So, if you ever see Uncategorized Income in the “Category or Match” column, you should select the appropriate category (or account from your chart of accounts).įor an amount received (a deposit), click on the transaction to view more details. To avoid this, you need to tell QuickBooks Online how to categorize the transactions. In that case, QBO assigns the U ncategorized Income account to amounts received and the Uncategorized Expense account to amounts paid.

When banking transactions are downloaded into QuickBooks Online, QBO can’t always figure out how to categorize the transaction. It all starts with downloaded banking transactions. Why are there uncategorized income and uncategorized expense transactions in QBO? Then, click on Run Report on the far-right.Ī “quick report” window will open showing you all transactions in the account.In the Chart of Accounts, scroll down until you see the account called “Uncategorized Income” or “Uncategorized Expense”.You can easily find these uncategorized transactions by running a “quick report”. How to tell if you have uncategorized income an uncategorized expense transactions in QBO Here is an example of what these accounts look like in the Profit & Loss report: If left unaddressed, your reports won’t be accurate, your accountant will be unhappy, and you’ll have to correct a lot of transactions! In fact, your tax accountant may bring it to your attention during tax time. You may not know that you have this problem. One of the most common problems that I see on the Profit & Loss report in QuickBooks Online are amounts in Uncategorized Income and Uncategorized Expense.

FAQ: Why do we see uncategorized income and expenses in QuickBooks Online? If you’re like Jeff, and you have uncategorized income and uncategorized expenses on your books, then stick around as I show you how to fix uncategorized income and expenses in QuickBooks Online. Jeff knew that he had to take action, but he didn’t know where to begin. Jeff shuddered with disbelief – his tax accountant was not going to like this. He thought he was doing everything right, but now he wasn’t so sure. He couldn’t remember how these accounts even got there. But as Jeff looked through the Profit & Loss report, he saw two strange accounts: Uncategorized Income and Uncategorized Expense. He hadn’t looked through his QBO company in a while, but with tax time approaching, he wanted to make sure that nothing unusual stood out.

Excel will give you a message: may contain features that are not compatible with Text (Tab delimited).One fateful day, Jeff opened his QuickBooks Online company file to view his Profit & Loss report.

Delete any other columns in between NAME and PRICE LEVEL that you do not wish to see in your report.

Delete (or hide) the rows above the row where the NAME and the PRICE LEVEL cells were found.

Listed below are all the Price levels associated with these customers.

At the end of the row you will see PRICE LEVEL.

Scroll across the spreadsheet in the same row where the NAME cell was found.

The customer names will be listed in the cells below.

In the Excel spreadsheet, scroll down Column B until you see the word NAME in a cell.

Select Excel and the file will open in Excel.

Right-click the export file and choose Open with.

Export your Customer List to your desktop.

Create an export IIF file and open it in MS Excel.

You can edit the field here but you cannot print or export this report.

With the Move Up button, arrange the columns so the Price Level is next to the Name or Job column.

In the Available Columns pane, scroll down and select Price Levelthen click Add button in the middle.

On the right hand side, click Customize Columns,.

In the Add/ Edit Multiple List Entries window, click the List drop down choose Customer.

From the Lists menu, select Add/Edit Multiiple List Entries.