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sloach
Level 1

Detail Types in Income Accounts

I keep getting 3 unnumbered accounts created when I bring in an invoice.  They are:

a) Inventory Asset

b) Sales of Product Income

c) Billable Expense Income

 

Why am I getting these accounts made?  If I change my detail types to "Service/Fee" from "Sales of Product Income" will this stop happening?  What else will it affect?  

Thank you very much

6 Comments 6
RCV
QuickBooks Team
QuickBooks Team

Detail Types in Income Accounts

Let me share some information about the accounts in QuickBooks Online (QBO), sloach.

 

In QBO, we have the default and special accounts that are automatically created in your Chart of Accounts. When creating a product or service item, the Inventory Asset, Sales of Product Income and Billable Expense Income are default accounts listed in the Income account section.  These accounts can't be deleted but can be edited or merged.

 

For more details about this one, check out this article: Manage default and special accounts in your chart of accounts

 

For changing the detail type of the account, I'd suggest contacting your accountant first about this one. They'll provide you detailed information on the posted account you need to apply in QBO. 

 

Just refer to this article fro the steps and details on how to change the detail type on an existing account: How to change the type of an existing parent account or sub-account.

 

I have articles about managing your Chart of Accounts:

 

I'm just one click away if you need a hand with reconciling your accounts or any QBO related. I'll be here to ensure your success. Take care always.

sloach
Level 1

Detail Types in Income Accounts

I am able to inactive these accounts, but the next time an invoice is brought into QBO they come back.  What else may be affected if I change my Income accounts from "Sales of Product Income" to "Service/Fee" for detail type.  The articles you referenced do not address that question.  All I can find on this site is that detail types aren't really used.  I just want to be sure.  Thank you.

Mark_R
QuickBooks Team

Detail Types in Income Accounts

Welcome back to the Community, @sloach.

 

You're correct. The detail type won't affect the accounts associated with it. Thus, QuickBooks only records the account type used.

 

As mentioned by my colleague above, QuickBooks has default accounts that should not be deleted or inactivated. However, you can change the detail type and the name of the account if you want to. Thus, it doesn't affect anything.

 

Just in case you want to use account numbers in your chart of accounts, feel free to check out this article: Use account numbers in your chart of accounts.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

sloach
Level 1

Detail Types in Income Accounts

Thank you.  The rest of our Chart of Accounts does have numbers.  These 3 accounts are created every time we bring in an invoice from our rental software.  I have spent a lot of time on the phone ensuring that it isn't being created by that software.  I have asked for this to be escalated, as talking to QBO last night didn't help at all.

sloach
Level 1

Detail Types in Income Accounts

I changed all of the Income accounts with detail type "Sales of Product Income" to "Service/Fee".  My 3 accounts weren't created (yay) but now my P&L is showing all the accounts I merged with no account number and (deleted).  The cog wheel is asking for only Active accounts.  Please help!

Candice C
QuickBooks Team

Detail Types in Income Accounts

Good Evening, @sloach

 

There could be a few reasons why these accounts are still showing up in the P&L report. Don't worry. We will get to the bottom of it. If those accounts have any transactions in them at the time they were made inactive, then they will continue to show in the report unless you filter the report not to show them. You can move or delete the transactions that are in the account so that they won't show on the report. Also, you can filter the time range, so it doesn't include the dates those accounts were in use. Here are a few articles that can help you along the way: 

 

 

Let me know if this helps. I want to make sure that you're able to get this resolved as soon as possible. I'll be on standby. 

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