Question

How do I change Income accounts for various types of audits my company has performed? IE instead of appearing on P&L as 'Audit Serv' I want them to appear as 'Misc NRCS'.

Forum|Forum|2 years ago
January 17, 2024
1 reply
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Original commenter did not share additional details

QuickBooks Online

MJoy_D

I can guide you with updating the account name, @jack Thompson.

You can go to the Chart of Accounts to update the name of this account.

Here's how:

Go to Settings (⚙) and select Chart of accounts.
Find the income account and click the dropdown arrow under the Action column and click on Edit.
Update the Name on the Account window that appears.
Once done, click on Save and Close.

Refer to this article for more information about managing default and special accounts in your QuickBooks Online chart of accounts. It'll tell you more about accounts that can be edited, but not deactivated or merged.

You can also refer to this article for detailed guidance on applying multiple filters to your reports, such as your Profit and Loss report, to get all the necessary information: Customize reports in QuickBooks Online.

Let me know if you need further assistance with your accounts or reports. I'm always here to help you. Have a great day!

J

jack ThompsonAuthor

Sorry, I don't think I explained it very well. Here's a section of my P&L.

EnSave, Inc.
Profit and Loss
January - December 2023

	Total
Income
Audit Services	212,005.24
Misc. NRCS Audits	10,800.00



Wednesday, Jan 17, 2024 09:09:47 AM GMT-8 - Accrual Basis

Note that Audit Services contains several different 'types' of audits (in the below table).

Transaction Report
1 Jan - 31 Dec 2023

Account	Date	Transaction type	Num	Name	Description	Full name	Account	Amount

Audit Services	01/24/2023	Invoice	14284	Misc. NRCS Audits:Paul Thai	Agriculture Energy Assessment, Chick's Paradise Farm	Audit Services	Accounts Receivable	$ 2,980.00
Audit Services	01/25/2023	Invoice	14285	Rhode Island RC&D (deleted)	Herfert RES Tech Report	Audit Services	Accounts Receivable	$ 1,400.00
Audit Services	01/31/2023	Invoice	14290	ICF Resources, LLC:Southern California Edison Company	Southern California Edison (SCE) Agriculture Energy Efficiency (AgEE) Program:SCE AgEE Task 4 - Invoice and Report	Audit Services	Accounts Receivable	$ 1,623.24
Audit Services	02/10/2023	Invoice	14292	Misc. NRCS Audits:Barry Rickard (deleted)	Agricultural Energy Management Plan	Audit Services	Accounts Receivable	$ 3,100.00
Audit Services	02/16/2023	Invoice	14297	Misc. NRCS Audits:Glenn Ains	Addendum to Agricultural Energy Management Plan	Audit Services	Accounts Receivable	$ 300.00
Audit Services	02/28/2023	Invoice	14299	Misc. NRCS Audits:Martin Ockles	Agriculture Energy Assessment, Delivered 02/28/23	Audit Services	Accounts Receivable	$ 2,680.00
Audit Services	03/09/2023	Invoice	14301	Misc. NRCS Audits:Wayne Glenn	Agriculture Energy Management Plan Addendum	Audit Services	Accounts Receivable	$ 300.00

Everything that begins with 'Misc. NRCS Audits' should be appearing under Account

Misc. NRCS Audits

10,800.00

Rather than

Audit Services

212,005.24

I'm sure it's a simple fix but I can't seem to wrap my head around it.

Thanks

jet

C

CarlSJ

Appreciate your detailed reply, jack Thompson.

Allow me to assist you further and help you filter your Profit and Loss report to show the desired information in QuickBooks Online (QBO).

Here's how:

Go to Reports, and search for Profit and Loss Detail.
Click Customize and locate the Filter dropdown.
Check the Distribution Account box and select Misc. NRCS Audits from the ▼.
Then Save customization.

Additionally, you can check out this article to learn how to get a clear look at your current and future business finances in QBO: Use reports to track cash flow in QuickBooks Online.

Feel free to reply to us in the thread if you have any other reports or QuickBooks-related concerns. Have a great day.

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