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November 12, 2021
Question

My sales are going to the wrong account, how do I change it

  • November 12, 2021
  • 1 reply
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how do I change my sales going to a cash account instead of a bank account

1 reply

November 12, 2021

Hi bresha,

 

Welcome to Community!  Having the ability to make changes when it comes to selecting the appropriate account for your sales, is essential to keep your records accurate.  In QuickBooks Online, we understand when things like this happen.  I'd be happy to provide you with the steps to redirect your sales to the proper account.

 

You can set the default account in your products and services.  Here's how:

 

1. Click on the Gear in the top right and select Products and Services

 2.For each product or service, go the far right, in the Action column, hit Edit

3.Scroll down, using the drop-down for the Income Account, choose your preferred bank account

When finished, hit Save and Close

You're all set and the issue should be resolved moving forward.

 

In addition, if you need to move transactions from the cash account to the correct bank account, you can do this in the chart of accounts.  Here's how to merge duplicate accounts in QuickBooks Online.

 

Please feel free to reach back out if you have any other questions.  We're glad to help!