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robin-miller38
May 12, 2020
Question

I am updating my products and services, but when I change the Income Account, it is not updating historical transactions. How can I ensure that it updates properly.

  • May 12, 2020
  • 1 reply
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1 reply

Angelyn_T
Angelyn_T
May 12, 2020

Thank you for taking the time to reach out to us here on the Community page, .

 

When changing an account for your products and services, the changes will only take effect for service and non-inventory items. For inventory types, the update will only take effect the future transactions after the update. As a workaround, you can reset up the item, then recreate your past entries.

 

For additional reference about managing your products and services, check out these articles:

 

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

vpcontroller
vpcontroller
May 12, 2020

@Angelyn_T 

@robin-miller38 

 

"When changing an account for your products and services, the changes of the account will only take effect on the historical transactions for the inventory items. The update is not retroactive for the service and non-inventory items. To check the updates accordingly, I recommend closing and opening back your QuickBooks Online account."

 

It should be quite opposite as it relates to "Also update this account in historical transactions" update:

   Inventory items = No

   Service and Non-Inventory items = Yes

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