QuickBooks Online assigns the Uncategorized Income account to amounts received and the Uncategorized Expense account to amounts paid, awecaw. Let me share more details about this so you can categorize the transaction correctly.
You'll want to review the transaction and make sure it's posted to the correct account. If an uncategorized income transaction is a result of missing or mismatched customer invoices and payments, you can correct this by undoing the deposit under the Reviewed tab.
Then, click Find Match to apply the payment to an invoice you have already entered in QBO. For more details about matching transactions, see this article: Categorize and match online bank transactions in QuickBooks Online.
Also, the outdated stored cache can affect the performance of the program. I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. Incognito mode helps us verify the issue since this doesn't save any files.
Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
If the submitted form shows, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.
I'd also encourage consulting with your accountant for guidance in choosing the correct account and to steer away from any errors.
I'll also include these helpful guides regarding reconciliation workflow and troubleshooting:
Click the reply button below if you need more help managing your accounts or categorizing transactions. I'm happy to help. Take good care.
