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nbaldwin-nlcc
Level 1

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

 
5 REPLIES 5
EdwardR
QuickBooks Team

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

Thanks for posting in the Community nbaldwin-nlcc.

 

An Invoice will post to debtors until paid by the customer so doesn't count as income until this point, if you want a transaction to hit the income account you can use a sales receipt which is for any transactions which are paid when created.

 

Please let us know if you need any further help.

 

 

nbaldwin-nlcc
Level 1

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

I understand that the invoice when created goes to Debtors, but when I do a sales receipt there is no option to link that to an income accountant. How does it move from Debtors to a specific income accountant?

GeorgiaC
QuickBooks Team

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

Hi nbaldwin-nlcc,

 

The income account is associated with the product/service selected on the sales transaction. You can view the income account on the product by going to Sales > Products and Services > Edit.

 

Thanks

nbaldwin-nlcc
Level 1

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

I have created an invoice and worked out that the service/product can be linked to an income account. Our invoices are split between different services, ie Fees and Dinners. My problem now is that invoices are rarely paid in full, when I process 'receive payment' it doesn't allow me to split the payment between the services. When I look in the income accounts Fees and Dinners, there are no transactions showing.

John C
QuickBooks Team

When I post a payment against a customer invoice it goes to Debtors, how can I post it directly to an income category?

Hi nbaldwin-nicc

 

When you run a report on the income accounts are you selecting the correct date range to include the date of the invoice that you have created?

 

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