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SG_Commexis
February 9, 2023
Question

Changed a product/service income account but transactions aren't tracking to new income account

  • February 9, 2023
  • 1 reply
  • 0 views

We decided to change a couple of our product/services to be under a different income account/category.
After doing so, when running reports on those products, transactions are still showing up under the old income account/category.   How do we fix this?

1 reply

Adrian_A
Adrian_A
February 9, 2023

Hello there,

 

Let's run some steps to isolate the issue.

 

To start with,  let's run the report using an incognito window. Incognito won't save your browsing history, which can result in unusual behavior.

 

You can use these keyboard keys to open one:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

Also, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can fix any browser-related issues.

 

From there, you can run the report again. I've added this article as your guide in customizing report: Modify report.

 

I'll be around whenever you have concerns about customizing report.

S
SG_CommexisAuthor
February 9, 2023

It's not customizing a report I have problems with.   I changed the income account for a few products.   However when I run the P&L or the Income account reports, transactions for those products have not changed to the new income account.  I have already signed out, closed my browser, ran CCleaner and when I try the report again, those product transactions are still showing up in the old income account.

JessT
JessT
February 9, 2023

Hi there, SG_Commexis.

 

Thank you for doing the troubleshooting steps. Let me continue to help.

 

When you change the income account of an item and want to affect past transactions, you'll want to put a checkmark in the Also update this account in historical transactions checkbox. Please refer to the attached file.

 

What you can do now is temporarily change the income accounts of the affected items. Then, change them back to the final income account and make sure to put a check in the said checkbox.

 

On the other hand, we have helpful articles for QBO should you need some references in the future.

 

I'm just around if you have other questions in mind. Take care and have a good one!

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