Project Report

Welcome back to the Community, VictoriaTan.

I appreciate for following the solution shared by my peer and letting us know the result. Let’s perform another one to resolve the issue.

We’ll have to open each invoice and make sure income is the account used on the transaction. This way, the amount will show in the Income section.

1. Tap the Sales menu on the left panel to choose Invoices.
2. From the list, look for the sales entries you’re working on and open each one.
3. Hit the drop-down under the Action column and select View/Edit.
4. On the Invoice page, navigate to the Product/Service column and note the item.
5. Click Save and close.

Next, go to the Products and Services page and look for the item. Then, check the category used in the Income account section.

Here’s how:

1. Click the Gear icon at the top and pick Products and services under Lists.
2. Find the product or service and hit the Edit link under the Action column.
3. In the Product/Service information screen, scroll to the Income account section to see the category type selected.
4. If it’s incorrect, make sure to select an income account.
5. Click Save and close.

Perform the same process for the remaining items or services. If you wish to updates all transactions that uses the item, tick the box for Also update this account in historical transactions. For more insights into this process, see the following guide: Change the account for a product/service item. 

However, if you’re using an income for the invoices, I suggest you create sales receipts. This alternative solution will help correct the amount shown in the Income section.

I'm adding an article that contains topics about Projects. It contains links to the tasks you can do using the feature: Projects FAQ. 

Keep in touch if you have additional questions or concerns. I’ll get back to answer them for you. Have a good one.