cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Mark-O-Neill
Level 1

I have different sales account set up in my chart of accounts for different parts of the business. How do I specify on a sales invoice which of these accounts to use?

 
1 REPLY 1
AntoniettaE
QuickBooks Team

I have different sales account set up in my chart of accounts for different parts of the business. How do I specify on a sales invoice which of these accounts to use?

You can specify which income account to use for sales by assigning the appropriate account to the products and services that you sell, Mark.

 

When creating a sales invoice, QuickBooks Online (QBO) automatically uses the income account tied to the product or service added to the invoice. Here's how:

 

  1. Click +New and choose Invoices.
    image (46).png
  2. Select Customer and fill out the necessary information.
  3. Click product/services and hit Add new.
    image (47).png
  4. Choose the required Product or service and complete the necessary information.
    image (48).png
  5. In the Income account, you can choose the account that you want in order to track properly the invoice.
  6. Click Save and close.
    image (49).png

 

If you have additional questions, please leave a reply below. The Community is always here for you.

Need to get in touch?

Contact us