Categorizing transactions from bank, or entering and categorizing them manually should work the same. I’d recommend reaching out to our Chat team to check this further. They have tools to view your setup and find the root cause of this behavior.
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Resolution for 'categorizing transactions issue: 'Business Income not showing in “Tax Summary”' available: Yes.
The categorizing transactions 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 categorizing transactions issue yourself by looking for a resolution described in the article. If it is a complex categorizing transactions issue or you are unable to solve the issue, you may contact us by clicking here or by using other categorizing transactions support options.
For more information about resolving issues related to categorizing transactions in Quickbooks/QBO or to get support for the issue 'Business Income not showing in “Tax Summary”', click the link below: