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R
robin-miller38
May 12, 2020
Question

I am updating my products and services, but when I change the Income Account, it is not updating historical transactions. How can I ensure that it updates properly.

  • May 12, 2020
  • 42 replies
  • 146 views
No text available

42 replies

Angelyn_T
Angelyn_TModerator
Moderator
May 12, 2020

Thank you for taking the time to reach out to us here on the Community page, .

 

When changing an account for your products and services, the changes will only take effect for service and non-inventory items. For inventory types, the update will only take effect the future transactions after the update. As a workaround, you can reset up the item, then recreate your past entries.

 

For additional reference about managing your products and services, check out these articles:

 

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

S
scsmom
October 1, 2020

I have found on several client accounts that I no longer see the "update historical transactions" when updating inventory income line.  Is this a software glitch?  Have had this issue for over three months.

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
May 7, 2021

Similar to the posts above, I do not get the box to 'update historical'.  All my items are 'services'.

 

thanks in advance


Let's make sure that the Also update this account in historical transactions box is showing as an option, sylvia35.

 

You'll only see the option once you edit an income account of your non-inventory or service item. I've attached a screenshot so you'll be guided visually.

 

After you've checked the box, you can now move your historical transactions over to the new account. You'll want to see the screenshots for the detailed steps provided by @MichelleBh.

 

For your reference, you can run inventory reports in QuickBooks Online so you'll be able to get the information you need. Please read this article for more information: Run Reports In QuickBooks Online.

 

Please touch base with us if you need further assistance with inventory in QuickBooks Online. We'll always make sure to get back to you. 

 

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