Is there a way to show "Recurring Transactions" as a different Account? Right now they are showing as "Sales" but I would like to categorize them as "Subscription".

Thanks for posting in the Community, @brandy1.

Yes, @Brandy. You can create another account in the Chart of Accounts and name it "Subscription". Then assign the newly created account to your new product/service item.

Here's to create a new account and name it Subscription:

1. Go to Accounting and then Chart of Accounts.
2. Click New and then Enter the Account Type as Income, Detail Type as Service/Fee Income, and Name as "Subscription".
3. Then hit Save and close.

We can now make a new product/service by using these steps:

1. Go to the Gear icon and then select Products and Services.
2. Click New and then choose Service.
3.  Enter the Name as "Subscription".
4. Change the Income account to Subscription.
5. Click Save and close.

Now the recurring transactions will be categorized as Subscription.
 

You can use this article when you decide which product and services you can change: Change Product and Services types. It includes changing individual and multiple items at once.

If you decide to schedule a recurring transaction and use an existing recurring template before the scheduled date, you may use this article: Schedule recurring transactions created with a template.

Please feel free to leave a message to this post if there's anything else. I'll be glad to help you. Have a good one!

It's not working.  Still shows as "Sales".  See screenshot.

Thanks for attaching a screenshot, brandy1. 

Please note that the income account that the transactions are posted to is the account you've set up for the items used in your Sales Receipt. These transactions that are still showing in the Sales account might still be using items or Products/Services under the Sales income account. 

You don't need to create a new item for this, you'll have to edit each Product/Service and hace them assigned under Subscription account instead. Here's how:

1. Click the Gear icon at the top. 
2. Select Products and Services under Lists. 
3. From the list, hit Edit on the item involve. 
4. Switch the income account from Sales to Subscription. 
5. Choose Save and close. 

Repeat these steps for each of the Product/Services you've used in your Sales Receipts. 

Come back again if there's anything else you need. We'll be glad to help you with them. 

How do I add the new Service to the invoice?  Right now I'm not seeing the "Product / Service" dropdown.  See attached screenshot.

Hello brandy1,
 

To show the Product and Service column on sales forms, you’ll want to set up it first. I’ll show you how:
 

1. On the Gear icon, select Account and Settings.
2. Go to Sales.
3. Under Products and services section click Edit (pencil) icon.
4. Put a checkmark on the box to Show Product/Service column on sales forms.
5. Hit Save.  

If you’d like to group your products and services in QuickBooks Online, you can check this article: Group your products and services into different categories.
 

Get back to us if you need assistance moving forward.

I setup the Services already.  Check out screenshot.  The invoice is not giving me the option to choose a Product/Service.  

Perfect!  Thank you!

I am looking at these answers.  If she has a subscription that is an expense, correct me if I am wrong. So why would she make it an income that is money going out. She is paying for that. Just going by the way her questions is worded