Update Mapping for Invoices

Thank you for the detailed information, @erica.bonnette-l.

The option to change the income account associated to the products and services in bulk is currently unavailable.

I can see that modifying the income account on each product and service individually can take time. For now, I encourage submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit.

You might want to learn more about creating invoices in QuickBooks Online. This article will provide you with the detailed steps and information: Create invoices in QuickBooks Online.

The Community Team is always open to help you again if you have any other concerns or follow-up questions about invoices. Wishing you all the best, @erica.bonnette-l.

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@erica.bonnette-l wrote: mypepsico

Hello - 

 

Every year we update the mapping of our invoices to go to a deferred revenue account. We recently migrated from QBD to QBO and are having trouble finding out how to move all of our invoices from hitting BS account Deferred Billing 2021 and need them to hit new revenue account Deferred billing 2022. 

 

Is there an easy switch to this in QBO? We saw that you could move each product and service individually to hit the new account but that would take hours and seems there should be a way to move in bulk like there was on QBD. 

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You can also go to the Customers tab and open a customer's profile to see their invoices.

Mapping is allocation of payments and invoices to one another (for example, payments to counter payments, payments to invoices, invoices to counter invoices etc, It can be done automatically or manually.

MyCCPay Log In

nvoice mapping is allocation of payments and invoices to one another for example, payments to counter payments, payments to invoices, invoices to counter invoices etc. It can be done automatically or manually.

MaryKayInTouch USA