Invoice Reconciliation Category Change

nr3254111

When I apply invoice payments with the invoices in the system it automatically changes the deposit transaction category in the Business Banking transactions. Is there any way to turn this automatic category reassignment off? When I go back through the accounts and change the categories back to the appropriate one it undoes the invoice payments.

UKR

How are you applying invoice payments?
The usual approach to receiving an invoice payment is by working from within the Customer Invoices account register.

• You have created a customer invoice in the Customer Invoices account register. Each invoice line item needs to be categorized to a Business Income category, e.g., Gross Sales (a category defined with Tax Line Item = Schedule C: Gross Receipts)
• Your customer sends you a check. You record this check in the Customer Invoices account using the New Customer Payment dialog. In this dialog you select your business checking account as the one where you will deposit the check. This creates a transfer transaction between the Customer Invoices account and your checking account. You also select which of this customer's invoices to mark as paid.
• If your customer direct deposits money into your checking or PayPal or other account you still need to use the New Customer Payment dialog to record the payment you received and select the appropriate deposit account register.
  When you download transactions from the bank hold off accepting downloaded transactions into the register until you have created the New Customer Payment transaction. Match and accept the downloaded transaction with the payment transaction you created.

The above creates the necessary transactions and there is no need to fiddle with categories after the fact.