We want to reclasify our invoice to AR-Trade instead of AR-itself. How can we do that?

I'll share insights about the Accounts Receivable (A/R) posting of your invoices in QuickBooks Online (QBO), @acnavarro-sqme-c.

To organize your books, the general recommendation is to maintain one A/R account. Then, QuickBooks will automatically assign invoice transactions to the default A/R account.

While you need to maintain one A/R account, you can merge the default one and the AR-Trade. Then, you may rename it after to your preferred account name (i.e., AR-Trade). To do this, here's how:

1. Go to the Accounting menu.
2. Select Chart of Accounts.
3. From the list, find the new A/R account (AR-Trade).
4. In the Account history drop-down, select Edit.
5. Use the same description as the default Accounts Receivable account in the name field and number on the Description. To merge accounts, one must use the same name for both registers.
6. Click Save and close.
7. You will see the merge option, click Yes on the prompt.

I've attached screenshots below that shows the first four steps and the last one.

Now that you only have one A/R account, you can rename it. Just edit your default A/R to your preferred name (i.e., AR-Trade). Please see the attached file below for your reference.

Also, you're able to group or divide your open receivables in QBO. You can either set up parent and sub-customers or use location tracking. if you wish to know more about this, I encourage you to check out this article: How to group Accounts Receivable or Accounts Payable account types.

If you have any other questions, let me know in the comment. I'll be right here to provide further assistance and insights. Have a nice day and take care.