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stockmgr
November 9, 2022
Question

I don't have an option for "Detail Type" Other Primary Income/Sales of Product Income OR Other Expense. Why not and how can I add them?

  • November 9, 2022
  • 1 reply
  • 0 views
I am following the instructions to add daily sales, but am missing the categories I need!

1 reply

Jen_D
Jen_D
November 9, 2022

Let's make sure you're able to set the accounts to track your daily sales, @stockmgr.

 

I can share the steps for you follow to get the daily sales accounts created. In order to select a Sales of Product Income or Other Primary Income from the Detail Type drop-down,  you need to choose Income as the Account Type. See this:

 

If you have a different view, you might want to check these steps:

 

  1. Click the Gear icon, then choose Chart of Accounts.
  2. On the top-right section of the page, select New.
  3. Choose Income on the widgets and pick Income in the Save account under field.
  4. Select Sales of Product Income or Other Primary Income in the Tax form section drop-down.

  5. Enter the Account name, Account number and Description.
  6. Press Save, when done.

 

For your guide, I'm adding this article to set up and record daily sales: Record your total daily sales in QuickBooks Online.
 

Please come back here if you need further help with QuickBooks Online, or if you need additional assistance with the account setup. I'll be more than happy to help you out. All the best!

S
stockmgrAuthor
November 14, 2022

Thank you for your help so far.  I've been following the steps for Record your total daily sales in QuickBooks Online.
 But STEP 6 DEPOSIT YOUR DAILY SALES is causing my bank account to add the funds again.  It's not matching with what was actually deposited for the same amount on the same day, but duplicating the transactions.  Should I just delete the STEP 6 transactions?

 

thanks

 

A
Alex M
November 14, 2022

Hi there stockmgr,

 

It's important that all your transactions be entered correctly in order for your books to be well-balanced. QuickBooks Online is a great tool able to help you keep track of your sales and expenses so you can see your company's profit. I can point you in the right direction for assistance with these duplicate transactions in your bank.

 

For the best assistance with these transactions that appear twice in your bank account in QuickBooks after doing the 6th step, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view your screen with you during the process of creating these transactions so that they can see the exact cause of the duplicates, as well as provide assistance in avoiding having them appear twice. You can reach them using these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

 

If you have any other questions, feel free to reach out here.

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