Hey Glenda7,
One of the best aspects of QuickBooks Online is the ease of invoicing and tracking your receivables. This is built in, so you'll always know exactly how much you're owed and how long it takes to receive your money. This is designed to make your life easier, so I want to make sure every part of it is pleasant and free of frustration. I'll be happy to help sort this out.
The way sales are handled in the system is through your products and services. Each item you create can be mapped to an income account, giving you full control over the GLs affected for each one. The advantage of this over simply selecting the account (like you would on an expense), is that it separates the customer-facing items from your reporting. This unlocks more advanced categorization in the background, without compromising the quality of sales forms you send to your customers. It's just a few easy steps to set up a new product, or update the account mapping:
- Go to the Sales menu and select the Products and services tab.
- Select New then choose the appropriate type. To update an existing product, click on Edit instead.
- Enter information as needed, paying special mind to the Income account ▼ dropdown. This is where you select your GL sales accounts.
Here's a great article with some additional details: Change the account for a product/service item
Feel free to let me know if you have any additional questions.
