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August 2, 2020
Question

I am creating a new invoice for an existing donor. The account number I need to select is not showing up but is in our Chart of Accounts. How do I access this account?

  • August 2, 2020
  • 1 reply
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1 reply

PatriciaT
August 3, 2020

Hi user10398,

 

Thanks for joining us! Choosing the correct information for your invoice is important to keep your books accurate. With QuickBooks Online, your invoicing process is designed to be smooth and easy. I'll be happy to assist you with this.

 

When creating an invoice in QuickBooks Online, you don't need to select an account unless receiving a payment for that invoice. To review the steps for creating an invoice in the software, here's an article: Create invoices in QuickBooks Online

 

If any of the necessary information needed on your invoice isn't showing up despite being set-up in your account, it could be due to a browser issue. Temporary internet files that accumulate in your browser can sometimes cause bugs in the software. To ensure your app or browser is running the program as designed, I recommend following the troubleshooting steps in this article: Clear cache and cookies to fix issues when using QuickBooks Online

 

In case you need help with receiving payments on your invoice, check out this article: Record invoice payments in QuickBooks Online

 

I hope this helps! You're always welcome to stop by if you have other questions.