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neilb80
October 23, 2021
Question

all invoices categorised as service and not product

  • October 23, 2021
  • 1 reply
  • 0 views

Hello,

 

All of my invoices are imported each day from a POS system (Timely) into undeposited funds until payment has been received. when the payment has made it to the bank account i match them off all is well except. I notice that everything comes up as a service and nothing as a product.

 

The invoice on the POS quite clearly shows products as product and there are no setting or adjustments i can see on that side which could help.

 

Can someone please shed some light on how to get quickbooks to automatically allocate products on invoices into the product sales account. If not then my reports do not reflect the breakdown of sales between products and services. 

 

Many thanks for the help. 

1 reply

Rubielyn_J
Rubielyn_J
October 23, 2021

It's a pleasure to have you here in the Community, @neilb80. Let me share some insights about imported invoices in QuickBooks Online.

 

The option to automatically allocate products into sales transactions is currently unavailable except for recurring transactions. 

 

What we can do is manually edit the transactions, then add the items from there. Here's how:

 

  1. Click Sales in the left-hand menu.
  2. Choose the Invoices tab.
  3. Select the invoice you wish to edit and click on it to open.

  4. Make the necessary changes and add the item.
  5. Lastly, choose Save and Close.

 

In addition to that, I've attached some articles to help you manage your items and invoices in QuickBooks Online: 

 

 

If you have additional questions about your invoices in QuickBooks, leave me a comment. I want to make sure this is taken care of for you. Have a great day ahead.

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