Newly set up with QBO, how do I enter an income account when entering a sales receipt or invoice?

Hi there,

Welcome to the QBO family! We're happy to have you join us. 

I'd be happy to assist you with creating sales receipts and invoices. If you'd like to use an income account on your sales forms, you'd need to first check how they come up on your Chart of Accounts. To check on your current accounts, click Accounting from your left navigation menu and look for Chart of Accounts. From here you'll be able to see a list of accounts you've got. If you'd like to add an account, follow the steps below:

1.     Access your Chart of Accounts.
2.     At the bottom, select Account drop-down then choose New.
3.     Select the Account Type then Continue.
4.     Enter the name and an optional account number.
5.     Add an Opening Balance if applicable. Quick tip: You can add the opening balance at a later time by creating a general journal entry.
6.     Select Save & Close.
    

To edit an account:

1.     Access your Chart of Accounts.
2.     Right click the account you wish to edit then select Edit Account.
3.     Make the necessary changes.
4.     Select Save & Close.  

After you've checked your accounts, you should see them in the accounts section when creating an invoice/sales receipt. I'll attach a screeenshot below for reference.The accounts available on your invoice will be associated with your customer. You can alwsys check on the mapping of accounts using the steps above.

Let me know if you have other questions. I'll be happy to assist! :)