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categorized: A vendor issued a refund to my bank account, it cleared the bank properly but quickbooks downloaded it as money spent, not received. How do I fix this?

For each downloaded transaction, QuickBooks Online analyzes all the information received from the bank and QuickBooks will just receive information from your bank. In this case, I suggest you coordinate or contact your bank why it was categorized under “spent” category rather than “received”.

Resolution for 'categorized issue: 'A vendor issued a refund to my bank account, it cleared the bank properly but quickbooks downloaded it as money spent, not received. How do I fix this?' available: Yes.

The categorized issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the categorized issue yourself by looking for a resolution described in the article. If it is a complex categorized issue or you are unable to solve the issue, you may contact us by clicking here or by using other categorized support options.

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categorized: My materials and supplies are not being categorized as Cost of Goods Sold

If I understand this, you have Credit Card downloads as Expense + bills entered as Expense, and the bill got “paid by credit card” = Twice as many entries to the Credit Card Account?

And then, the credit card balance is being paid down using which functions or tools?
This is all […]

Resolution for 'categorized issue: 'My materials and supplies are not being categorized as Cost of Goods Sold' available: Yes.

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categorized: Auto parts considered Cost of Goods? Say I bought a motor and put it in, it doesn’t sit on a shelf as inventory. Categorized as “parts” or COGS?

You have essentials, so you do not have inventory items, only the plus version has inventory. As a result you will have to use the periodic inventory system

What you buy for a customer and sell immediately, not stock it in other words, is parts expense. Some put it in COGS, […]

Resolution for 'categorized issue: 'Auto parts considered Cost of Goods? Say I bought a motor and put it in, it doesn’t sit on a shelf as inventory. Categorized as “parts” or COGS?' available: Yes.

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categorized: The QB I’ve used previously had a column for customers on each line item. How do I enable that? I want to look up POs by client and that is how I did in the past.

Have you turned on reimbursable expenses
gear>settings>company settings
expenses>bills & expenses

Resolution for 'categorized issue: 'The QB I’ve used previously had a column for customers on each line item. How do I enable that? I want to look up POs by client and that is how I did in the past.' available: Yes.

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categorized: When importing business transactions from a linked credit card, how can I break down a single expense into multiple categories?

The transaction can be edited in the register to reflect the accounts it should be deposited into.

To list multiple accounts on the transactions, you will need to open the appropriate entry screen (Create Invoice, Create Bill, etc.,) in order to associate split (multiple) accounts.

If the transaction has not been entered yet it is […]

Resolution for 'categorized issue: 'When importing business transactions from a linked credit card, how can I break down a single expense into multiple categories?' available: Yes.

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categorized: Is it possible for the Profit & Loss report (expenses list) to be categorised into groups ie grouping expenses for the same category together

create your chart of accounts to mimic what you show, the only caveat is that you must keep like account types together and your example does not indicate the account types

so if premises is all expense accounts, the COA would look like

Premises
>> Repairs & Maintenance $$$
>> Electricity & Water $$$
>> […]

Resolution for 'categorized issue: 'Is it possible for the Profit & Loss report (expenses list) to be categorised into groups ie grouping expenses for the same category together' available: Yes.

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categorized: Can I add an option when creating invoices to classify the job, in my case, as “fabrication” or “hydraulics” and then run a report showing the totals for each category?

That depends on the version of QuickBooks you are using. In order to add “classes” which is what you seem to want to do, you must have QuickBooks Pro or higher.

Resolution for 'categorized issue: 'Can I add an option when creating invoices to classify the job, in my case, as “fabrication” or “hydraulics” and then run a report showing the totals for each category?' available: Yes.

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categorized: In Quickbooks Online, what category do you use if you receive a refund for an item you purchased with a business credit card?

It’s fine if you don’t enter all the vendor details. You can create a credit card credit as follows:

Go to the + icon (upper center)
Select Credit Card Credit from the Vendors list
Select Amazon in the Choose a payee box (upper left)
Select Supplies for the ACCOUNT
Complete the rest of the form
Click Save […]

Resolution for 'categorized issue: 'In Quickbooks Online, what category do you use if you receive a refund for an item you purchased with a business credit card?' available: Yes.

The categorized issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the categorized issue yourself by looking for a resolution described in the article. If it is a complex categorized issue or you are unable to solve the issue, you may contact us by clicking here or by using other categorized support options.

For more information about resolving issues related to categorized in Quickbooks/QBO or to get support for the issue 'In Quickbooks Online, what category do you use if you receive a refund for an item you purchased with a business credit card?', click the link below:

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categorized: How to avoid double expense with credit card? If I make a CC purchase, it is an expense. When I pay the CC balance, the same expense is duplicated. how to avoid double?

When you pay the credit card bill — it is posted to the credit card liability account (not the expense account). So, Click the + (on the top), Select Expense (under the Vendors section), enter the name you would write the check too, the account you are paying it out of […]

Resolution for 'categorized issue: 'How to avoid double expense with credit card? If I make a CC purchase, it is an expense. When I pay the CC balance, the same expense is duplicated. how to avoid double?' available: Yes.

The categorized issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the categorized issue yourself by looking for a resolution described in the article. If it is a complex categorized issue or you are unable to solve the issue, you may contact us by clicking here or by using other categorized support options.

For more information about resolving issues related to categorized in Quickbooks/QBO or to get support for the issue 'How to avoid double expense with credit card? If I make a CC purchase, it is an expense. When I pay the CC balance, the same expense is duplicated. how to avoid double?', click the link below:

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categorized: Roth IRA: Business or Personal Category?

If your business entity is a Sole Proprietorship, then this is not Business expense but Personal (equity draw).

Resolution for 'categorized issue: 'Roth IRA: Business or Personal Category?' available: Yes.

The categorized issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the categorized issue yourself by looking for a resolution described in the article. If it is a complex categorized issue or you are unable to solve the issue, you may contact us by clicking here or by using other categorized support options.

For more information about resolving issues related to categorized in Quickbooks/QBO or to get support for the issue 'Roth IRA: Business or Personal Category?', click the link below:

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