Can I assign cash account/bank/chart of accounts for Payment in both Sales Receipt and Receive Payment for the QBO Mobile app? Can't find it

Hello there, info-correctreco. You can select a cash or specific bank account for payments in both Sales Receipt and Receive Payment. However, there isn't an option to set up these accounts directly within the QuickBooks Online Mobile Application.

Given the limitations of the QBO Mobile app, it is necessary to log in to a web browser to set up accounts in the chart of accounts. The mobile app has limited functionality, so using the web version will allow you to access all the features, including setting up new accounts in the chart of accounts.

Here's how you can do it:

1. Go to Settings ⚙ and select the Chart of Accounts.
2. Select New. Depending on your account view, you'll see a panel labeled New account or New category. Select the option you see below for the next steps.
3. Enter your Bank account, Account name, Description, and other details.
4. Lastly, Save.

Once done, here's an article that will guide you on utilizing, editing, and paying the sales receipts and invoices using the newly set up account. Please click the link; it will route to the page that provides steps to manage your transactions in the QBO Mobile App.

Additionally, you can display your account in two ways: business view and accountant view. Your initial view is determined by the information you provide during the QuickBooks setup process. It will not impact your accounts or data.

In conclusion, while the QBO Mobile app offers convenience for managing sales receipts, some functionalities, such as setting up specific accounts, may be limited. We are willing to help with more inquiries. Please leave a comment below. Have a pleasant day.