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camille3
Nov 22, 2019 4:15 PM UTC
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How to change "Account" from an invoice? I have 2 invoices that QB Online placed the wrong COA to. How do I change the account? I see no place in invoice to change it.

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Rustler
RustlerAnswer
Nov 22, 2019 5:05 PM UTC

You can not do that from the invoice

QB works on items, each item has a selection you make to determine what account is posted to, you have to that from the item in the products & services menu under the gear

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41 replies

Rustler
RustlerAnswer
Nov 22, 2019 5:05 PM UTC

You can not do that from the invoice

QB works on items, each item has a selection you make to determine what account is posted to, you have to that from the item in the products & services menu under the gear

    DEBW2020
    Jun 3, 2020 8:18 PM UTC

    If  you change Account number in product and services does it change it on the invoice?

     

    MadelynC
    Jun 3, 2020 10:25 PM UTC

    Yes, it will changed @DEBW2020.


    Once you change the account under the Product and Services, it will automatically update the transaction to the latest account set up.


    You run can Transaction Journal report to see the accounts affected to every transaction you created. Here’s how:

     

    1. Open a transaction.
    2. Click More at the bottom.
    3. Choose the Transaction journal.

    To view important details of your finances and learn more about report features, you can always run a report in QuickBooks Online. 


    If you have additional concerns, just let me know. I’m always here ready to help.

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