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xop
April 15, 2025
Question

Creating an invoice with products tied to account codes.

  • April 15, 2025
  • 1 reply
  • 0 views

Hello - trying to create invoices with products that I have created in quickbooks - with revenue account codes tied to them - so that they are automatically categorized correctly on income statement.  When adding items to invoice - it's all free form and cannot select the aforementioned products.

 

1 reply

Z
ZuzieG
April 15, 2025

Thank you for providing the screenshot in this post, xop. I will outline the steps so you can easily find the product and service in the column, ensuring everything runs smoothly moving forward.

 

The reason the product and service didn't show up in the invoice column is that they have not yet been activated. You need to activate the product and service first so that they will appear in the column.

 

Here's how:

  1. In your invoices, click the Gear icon in the right corner.
  2. Under Customization, select the drop-down arrow.

  3. Next, scroll down to find Product/Service. If it is greyed out, slide the toggle to the right to activate it and make it green.

  4. There you go you can now check the column.

 

If you complete the steps, you can also check out this article which can help you customize invoices in QuickBooks Online (QBO).

 

Feel free to check this article for future guidance on recording customer payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

Ensuring that your invoicing process is efficient and accurate is our top priority. Feel free to reach out with any questions about transactions in QBO; we are always here to help.

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