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Uncategorized sales - do they stills how up in items

I realized half way through the year that some items didn't have a category associated with them - so they show up in reports as UNcategorized...but I want to make sure those sales are STILL showing in reports un item sales? 

 

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Hi again, @thefrontporchmt.  Sales will still be reported at the item level, but will grouped in the uncategorized category unless the item definition specifies a category for reporting.  Also, since you asked another question about Customer Sales, I’ll mention that all custom sales are automatically consider uncategorized for the purposes of category reporting.

 

Regards,

Chip

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Piper’s Ice Cream Bar, Covington KY USA
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Click here to see a list of third-party apps I use to add functionality to my Square account!

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Hi again, @thefrontporchmt.  Sales will still be reported at the item level, but will grouped in the uncategorized category unless the item definition specifies a category for reporting.  Also, since you asked another question about Customer Sales, I’ll mention that all custom sales are automatically consider uncategorized for the purposes of category reporting.

 

Regards,

Chip

If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.

Piper’s Ice Cream Bar, Covington KY USA
Website
Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!

जो है सो है
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Thank you so much for answering these questions for me! Merry Christmas

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Is there a way to go back and recategorize, the uncategorized sales for 2023? 

 

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@AlmostHome There is no way to make changes to any transaction after it has been closed, period.  So, whatever changes need to be made will have to be done on your bookkeeping app, along with notes about why the books don’t exactly match your Square reports.

Chip

If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.

Piper’s Ice Cream Bar, Covington KY USA
Website
Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!

जो है सो है
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