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J
julie39
December 7, 2020
Question

Services recording as Sales

  • December 7, 2020
  • 1 reply
  • 0 views

I have invoices that should be showing as Services on the P&L but are showing as Sales.  I cannot seem to find the reason for this.  I am assuming it is how they were originally set up (not me) but am not sure how this can be changed.  Any advice very welcome.  Thank you.

1 reply

G
GeorgiaC
December 7, 2020

Hi julie39, 

 

Thanks for your post! 

 

The account that the invoices post to will depend on the income account selected on the product/services, you can view or change this to 'Services' by going to Sales > Product/services > Edit > View 'income account' field.

 

If you change this account here, you'll see an option to 'Also update this account in historical transactions' so that these post to the Services account. 

 

Get back to us below if you have any further Q's. 😊

J
julie39Author
December 7, 2020

Thank you for your help.  Very much appreciated.  

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