Hello there, mauricioclassic. Let me provide details on how categorizing works in QuickBooks Online and ensure you can categorize your sales entries smoothly.
Please know that QuickBooks will automatically match your transactions once it detects entries with similar amounts and details. Since the check is already deposited in your account, you have to delete this or undo in the program to avoid double sales.
Here's how:
- Go to the Banking menu on the left panel.
- Choose a specific bank. Then, click the Categorized section.
- Find the deposit and click the Undo link.
Once done, the entry will go back to the For Review section. Then, you have to use the Find match option to locate the transactions to match so you can categorize your sales entries. You can open this article on how to perform the process: Match online bank transactions in QuickBooks Online.
In case you need steps on how to reconcile accounts to always match your bank or credit card statements and to avoid discrepancies, you can read this article: Reconcile an account in QuickBooks Online.
Let me know if you need further help with handling transactions and more details with categorizing transactions in QBO. I'm always glad to help in any way I can, mauricioclassic.
