Sales by Category - Fixing Uncategorized Sales

If you are using the "Sales By Category" feature, you may find Uncategorized Sales has shown up as a new Item and Income Account in QuickBooks or Xero.

Any item in your Point of Sale (POS) that is considered un-categorized will be mapped to an account called Uncategorized Sales. A item from your Point of Sale is considered uncategorized if it:

  • Has more than one Category or Label
  • Does not have a Category or Label

There are TWO steps to fix this in your Accounting Solution and in your POS:

STEP ONE: Update the sales category in your Accounting Solution

  1. In QuickBooks or Xero, open the Invoice Commerce Sync created
  2. For each uncategorized item, note what the Rate/Amount is and what Item from your Point of Sale is.
  3. Click on the Item that is "Uncategorized Sales" and select the correct Category from your item list.
    • Occasionally QuickBooks will clear out the Rate/Amount. If you did not note the amount, close the editing of the Invoice and start over again.
  4. Save the changes to the Invoice
    (click to enlarge)

STEP TWO: Update the item in your Point of Sale

  1. Log into your Point of Sale
  2. Open your Inventory app or center
  3. Locate the item that was Uncategorized and
  4. Assign the appropriate category or label to it. Or remove the extra Categories so there is only one.
  5. Save your changes.
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