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November 14, 2023
Question

How can I set invoice creation to show the income/sales account that the invoice corresponds to

  • November 14, 2023
  • 1 reply
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Hi, I have more than one income account that invoices created corresponds to. There is no prompt to charge the income account that the invoice corresponds to. Moreover,  when I run the chart of account, I don't see any figure in the income account. What do I do

1 reply

November 14, 2023

Hi there, donald.

 

I'm happy to share more information about your concern in managing accounts for your invoice in QuickBooks Online (QBO).

 

There's no option to show the income account when you create an invoice since the invoice will only depend on the income account associated with each item. If you want to change or check the account associated with the items on the invoice, you can refer to this article: Change the account for a product/service item.

 

May I know what you mean by the no prompt to charge the income account that the invoice corresponds to?

 

Then, it's possible that the income account report you run in the Chart of accounts doesn't have any transactions associated with it or the date is incorrect.

 

I'll be leaving you some helpful articles on managing accounts, invoices, and reports in QuickBooks:

 

 

Keep updated if you have additional details about your concerns or clarifications. I'm always here to help you.