Skip to main content
October 30, 2022
Question

Chart of accounts are not appearing as options on Sales Receipts

  • October 30, 2022
  • 1 reply
  • 0 views

Hello.  I was wondering if anybody could tell me why the account I want to use on my sales receipts/customer invoices are not showing on the drop down box options in the products/service column when I am creating a sales receipt or an invoice? It is all there on the chart of accounts. 

1 reply

October 30, 2022

Thanks for sharing your concern in the QuickBooks Community page, @Sarloubra.

 

I'd be glad to answer your questions about sales receipts in QuickBooks Online (QBO). 

 

The PRODUCT/SERVICE drop-down list will only show the products and services you've created. This won't include accounts that are showing in the Chart of Accounts. 

That's the reason why you're unable to select any accounts on the list. You can create another service item and name it the same as one of account in COA. That way, you can choose it in the PRODUCT/SERVICE drop-down list. Here's how:

  1. Go to Get paid & pay and select Products and services (Take me there).
  2. Click New.
  3. Select Non-stock or Service.
  4. Enter a name and select the category that best describes your product or service from the Category ▼ dropdown list.
  5. Add a description. This is what your customers will see on their sales form.
  6. Enter an amount in the Sales price/rate field. 
  7. Select the Income account ▼ dropdown and the account you want to use to track the sale.
  8. If you need to track sales tax, choose tax from the Tax▼ dropdown menu.
  9. When you're done, click Save and close.

 

Now you can add the product and service to your invoices, sales receipts, expenses, and other sales forms. You can also track it on your financial reports.

 

Once you’re all set up, you can easily track what you buy or sell. Here's how to get started:

 

 

Please let me know if you have any other questions about sales receipts. I'll be here to answer them for you. Have a nice day.