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mkelly0528
Level 1

Creating Invoices in QB Online and selecting a specific accounts receivable GL account

Hello! Do you have multiple accounts receivable accounts? Do you record invoices that need to be charged to different accounts receivable accounts? If so, please go vote on my new software engineer ticket. I'm asking the software engineers to add a feature to allow you to select the accounts receivable account that an invoice should be linked to. This feature exists in QB Desktop but does not exist in QB Online. We are currently having to record our tuition invoices as journal entries to get the invoices recorded to the correct customer and receivable account. Thanks! 

 

https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/47559674-...

4 Comments 4
JaeAnnC
QuickBooks Team

Creating Invoices in QB Online and selecting a specific accounts receivable GL account

It's great to have you here with us, @mkelly0528.

 

I understand the importance of selecting the appropriate General Ledger account when creating invoices in QuickBooks Online (QBO). It's a good idea to provide feedback to our software developers so they can review your feature requests and consider them for future product updates.

 

If you need additional help concerning invoices, please don't hesitate to reach out to the QuickBooks Community. We're always available here to help. Take care, and have a nice day ahead.

angier18
Level 1

Creating Invoices in QB Online and selecting a specific accounts receivable GL account

I have the same issue. Have to do adjusting entries every month to get invoiced receivables into the correct account. It's maddening!

I can't find your update suggestion to vote for it, but I will keep looking. In the meantime, if anyone has a workaround, I'd love to hear it.

mbaugh
Level 1

Creating Invoices in QB Online and selecting a specific accounts receivable GL account

Hello everyone! Is there any update on this situation? I just had a customer trying to have to different accounts receivable and wanting to be able to choose from the invoice form. Thank you!

GebelAlainaM
QuickBooks Team

Creating Invoices in QB Online and selecting a specific accounts receivable GL account

Hello there, @mbaughI understand that the option to select different Accounts Receivable (A/R) for your invoice is beneficial to the business. However, it remains unavailable, and we're unable to provide a specific timeframe for when the feature will be available.

 

With QuickBooks Online, you can create multiple A/R accounts, but QuickBooks will only use one A/R transaction that is created when you set up your company. Here's an article for more details: How to group Accounts Receivable or Accounts Payable account types.

 

If you have submitted feedback, you can visit our QuickBooks Online Feature Requests website to track the status.

 

Once everything is in place, you can check out this article for future reference in matching your accounts effectively: Reconcile an account in QuickBooks Online.

 

You're always welcome to visit this forum whenever you need clarification or guidance on managing your receivables. Our dedicated Community Team is here to support you every step of the way!

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