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M
Moezzz
March 24, 2023
Question

Added several new accounts in Chart of Accounts and they aren't displaying when creating invoices

  • March 24, 2023
  • 1 reply
  • 0 views

I have added new accounts and they are showing up in the Chart of Accounts, however when I go to create an invoice and click on Product/Service and add the account number, it doesn't show and ask if I want to add a new account.

 

Screenshot attached.

 

I read about someone having a similar problem and they cleared their cache and I've done that but still no luck.

 

Any ideas?

1 reply

I
IntuitSheila
March 26, 2023

Thanks for posting in the Community, Moezzz!

 

The products/service selection when creating an invoice will only show the list of products & services you've added in QuickBooks Online. You will have to go back to your Products & Service list and make sure to add the item/service and then, allocate the Income and Expense account for each item or service.

 

Here's how to add new product or service item:

 

  1. Go to Get paid & pay and select Products & services.
  2. Select New.
  3. Select the type of product.
  4. Add a name. If you track SKUs, enter a SKU for the product.
  5. From the Category ▼ dropdown, select the category that best describes your product or service.
  6. Select the I sell this product/service to my customers checkbox. If you don't sell the item, you can leave it unchecked.
  7. Enter a description.
  8. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate data field blank. Add the price when you fill out the invoice or sales receipt.
  9. Select the Income account ▼ dropdown and the account you want to use to track the sale.
  10. Click on Save and Close.

 

Add a service or product’s purchasing info


If you want to track how much you spend on a product or service:

 

  1. Go to Get paid & pay and select Products & services.
  2. Find the product or service on the list and select Edit in the Action column. If not yet added, click on New.
  3. Select I purchase this product/service from a supplier.
  4. Add a description. This shows on bills, purchase orders, and other forms you send to suppliers.
  5. Add the Cost. If the price changes, don’t worry. You can still enter the updated price when it’s time to buy supplies.
  6. Select the Expense account ▼ dropdown and then the account you use to track the cost of things you sell.
  7. Select your preferred supplier.
  8. When you're done, select Save and close.

Once done, when you create a new invoice you should be able to select the item/service and they should be mapped or posted to the accounts selected based from the products and service list.

 

You can check out this link to learn more about Add product and service items to QuickBooks Online.

 

Post again in the Community if you have more questions. I'll be around to help you.

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