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MNSHCMark
Level 1

How do I assign an account to an invoice?

I have sent out invoices, received the payment but they all ended up being assigned to the wrong account.  I want to change them to a different account. Example, I sent an invoice to a customer for $500, at the time I set the invoice up it was services, I entered the description and set the Class. When I received the payment and matched it to the invoice, I do not get an option to pick the account and it was automatically assigned to membership dues.  I want to assign it to the category - non-government grant. This happened to all of my invoices.  It is really messing up Statement of Activity and revenue/expense statements.  How do I fix this?  Thank you.  

Solved
Best answer February 25, 2022

Best Answers
Kurt_M
QuickBooks Team

How do I assign an account to an invoice?

Thanks for reaching out here in the Community, @MNSHCMark. I'll help you with your query.

 

You'll first want to make changes with the service Income account. To begin, these are the steps:

  1. Go to Sales tab and then Product and Services section.
  2. Locate the Service that you'd like to edit the  income account.
  3. Click on the Edit dropdown button and then change the Income Account to the correct account.
  4. Once done, click Save and close.

You can then proceed to replace the service item that you added to your invoice. To start, here's how:

  1. Go to Sales tab and then Invoices.
  2. Locate the Invoices that you'd like to edit.
  3. Click on the Dropdown arrow beside the Print button.
  4. Select View/Edit.
  5. From the Product/Services, click on the dropdown button and then select the one that you edited earlier.
  6. Once done, click Save and close.

You can refer to this article for more information about how to change the account for a product/Service item.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

 

Additionally, I'll be adding these articles to help you in the future:

We are open 24/7 if you need further assistance with this. You can also click the REPLY button below if you have other QuickBooks-related concern. We'd be more than happy to provide additional assistance. Keep safe!

 

View solution in original post

1 Comment 1
Kurt_M
QuickBooks Team

How do I assign an account to an invoice?

Thanks for reaching out here in the Community, @MNSHCMark. I'll help you with your query.

 

You'll first want to make changes with the service Income account. To begin, these are the steps:

  1. Go to Sales tab and then Product and Services section.
  2. Locate the Service that you'd like to edit the  income account.
  3. Click on the Edit dropdown button and then change the Income Account to the correct account.
  4. Once done, click Save and close.

You can then proceed to replace the service item that you added to your invoice. To start, here's how:

  1. Go to Sales tab and then Invoices.
  2. Locate the Invoices that you'd like to edit.
  3. Click on the Dropdown arrow beside the Print button.
  4. Select View/Edit.
  5. From the Product/Services, click on the dropdown button and then select the one that you edited earlier.
  6. Once done, click Save and close.

You can refer to this article for more information about how to change the account for a product/Service item.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

 

Additionally, I'll be adding these articles to help you in the future:

We are open 24/7 if you need further assistance with this. You can also click the REPLY button below if you have other QuickBooks-related concern. We'd be more than happy to provide additional assistance. Keep safe!

 

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