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invoicing

Forum|Forum|4 years ago
July 10, 2022
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I have two accounts marked a Type Accounts Receivable in the Chart of Accounts. Some invoices are posting to Accounts Receivable as they should. Others are posting to Allowance for Doubtful accounts which is the other A/R account. The invoices all use the same service type. What could be causing this? I just recently started with this company and it looks like this has been an issue for years.

QuickBooks Online

Best answer by AshleyK2

Hello there, AshleyK2.

I'm here to make sure that your service item posts to the correct account in QuickBooks Online

You can create a new AR account name as Doubtful and merge it with the old AR. Then, create a new invoice and check if it's under the Doubtful account.

However, if it's still posting to the incorrect one, I recommend contacting our support team to help you check this further. They have the tools to pull up your account in a secure environment.

Here's how to reach them:

Sign in to your QuickBooks Online company.
Go to Help (?).
Click Contact Us.
Enter your concern, then hit Let's talk.
Choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

You'll also want to reach out to your accountant for other ways how to do it.

In QuickBooks, there are different kinds of reports. You run reports to track your business information.

Do get back to me if you have other concerns about invoicing. I'm always here to back you up. Have a great day!

I fixed it by merging the accounts into one so there was only one account invoices could post to.

L

LeizylM

Good day, AshleyK2.

I can help figure out why your invoices are posting to Allowance for Doubtful accounts instead of A/R account.

You'll want to check the income account associated with the products/services offered from the invoice. It could be that the selected income account is Allowance For Doubtful Accounts instead of Accounts Receivable.

Here's how:

Click the Gear icon.
Select Products and Services.
Under the Action column of the appropriate item, select Edit.
From the Income account drop-down, select A/R account.
Select the Also update this account in historical transactions checkbox.
Select Save and close.

I've added this article to learn more on how to cerate and send invoices in QuickBooks Online: Create invoices in QuickBooks Online.

Stay connected with me if you have more questions managing your invoices in QuickBooks Online. I'll be around to help.

A

AshleyK2Author

Hi,

As I mentioned, the service item used on the invoices is exactly the same. They are all posting to the same income account. But some post to A/R and some post to Allowance for Doubtful accounts.

D

DebSheenD