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mgutierrez1
Level 1

have you try to reclassify an invoice transaction from one income account to another ?

I am trying to move several invoices from one income account to another

1 Comment 1
Ivan_G
QuickBooks Team

have you try to reclassify an invoice transaction from one income account to another ?

To reorganize your invoices from one account to another, let's change the invoice item's linked income account, mgutierrez1. I'll provide the procedures below.

 

Beforehand, kindly open the invoice(s) and take note of the attached Product/service. After that, let's edit the item's associated account from the Products and services page:

 

  1. Go to the Gear icon and select Products and services.
  2. Locate the item(s) from the list and click the Edit option under the Action column.
  3. Choose the accurate Income account.
  4. Tick the Checkbox beside the Also update this account in historical transactions option. Initiating this ensures the modification applies to your existing invoices under this item.
  5. Once done, hit Save and close.
    Edit Item's income account.png

     

Do the steps above for every item tied to your invoices that you want to reclassify.

 

You may also track your sales and inventory status by utilizing your reports in QuickBooks. Doing so lets you get a complete view of the products you buy and sell.

 

Tag me on this thread if you have more questions about editing your invoice item's Income account. I'm more than willing to assist you again.

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