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A
Abdul Qundos
May 9, 2022
Question

Impacted Accounts after importing invoices to Quickbooks

  • May 9, 2022
  • 1 reply
  • 0 views

Hi All

Please i need to adjust the affected accounts (the internal automatic generated entry) after importing invoices to QuickBooks.

Please i need to change the affect to be hit to another account rather that Sales?

 

for another way, how can i change the automatically generated entry in QuickBooks for the importing invoices?

1 reply

J
JamaicaA
May 9, 2022

Welcome aboard to the Community, @Abdul Qundos. I’m here to ensure the imported invoices affect the correct accounts.

 

I understand the importance of being able to accurately record your transactions in the program. If you’ve verified that they’re affecting the incorrect account, we can change the income account to a different one.

 

Here’s how:

 

  1. Go to the Gear icon and select Products and Services.
  2. Locate the item and click Edit to open the Product/Service information window.
  3. Review the accounts associated with the item. If it’s incorrect, change it to the right one.
  4. Tap Save and close.

 

I’ve added some screenshots below for your reference:

 

 

 

Check out this article for more details: Change the account for a product/service item.

 

You can bookmark this article for future reference. It provides an overview of how to resolve when payments are posted to the incorrect customer: How to fix a payment applied to the wrong customer invoice.

 

I’ve also included this resource to guide you on how to receive and record sales transactions: Record invoice payments in QuickBooks Online.

 

Reply to this post if you have further questions about the process or requires additional assistance with managing invoices. I'm always here to help you.

    A
    Abdul QundosAuthor
    May 10, 2022

    Thank you very much for your support and answer.

     

    only I would like to let you know that I haven't assign any type of products on my QuickBooks online, Yesterday, I used the Chart of Account option and changed the account name from (Services) to the new name which suit for my work progress. Because i tried to see the products i didn't find it there.

     

    But please if you can think why i can not do this by the optimum method as you explained, let me know please.

     

    Thank you

    E
    EmmaM
    May 10, 2022

    Hello Abdul👋, How did you create the chart of account you mentioned? When you go to accounting>chart of accounts you do not see it there? The only reason that would usually be is if it was made inactive or not saved. Could you try creating it again? if it still does not show we may need to take a look at it on a screen share which we can do on chat here just select the something else type in a brief explanation then select the chat option or you will see the call option with our care team number on the same page as that.

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