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How can I categorise a transaction as accrual without creating an invoice?

 
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How can I categorise a transaction as accrual without creating an invoice?

We're unable to categorise an accrual transaction without creating an invoice, harrykhoury09-gm.

 

Accrual accounting is where revenue or expenses are recorded when a transaction occurs rather than when payment is received or made. This means creating an invoice is a must when using this accounting method.

 

If you're unsure what accounting method to use, you can consult with an accountant. 

 

To learn more about cash and accrual accounting method in QuickBooks, here's an article: Change your accounting method.

 

Here's another one for future reference: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if you have other questions about managing transactions in QuickBooks.