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susan-canyonoakp
Level 1

I need my payment link to post to income, not services. How do I change that?

 
2 Comments 2
MorganB
Content Leader

I need my payment link to post to income, not services. How do I change that?

Good morning, susan-canyonoakp.

 

Thanks for turning to the Community for support. I'd be happy to provide some direction regarding your question about payment links in QuickBooks Online.

 

Once the payment link has been sent and your customer pays it, a sales receipt is automatically created. After the sales receipt is created you can then go in and make any changes. Here's how:

 

1. Click the +New button in the top left corner.

2. Select Sales receipt.

3. Choose the small clock icon in the top left corner to view recently posted sales receipts.

4. Locate the one you're looking for and click to open.

5. Make any necessary changes and click Save and close when you're finished.

 

The following links provide even more info:

 

 

With this info you'll be able to change where funds sent through payment links are posted. Please don't hesitate to reach back out if you have any other questions. Take care!

susan-canyonoakp
Level 1

I need my payment link to post to income, not services. How do I change that?

Unfortunately, that is not allowing me to change where it posts. It is automatically posting the income to a "service" category, which is not what the funds are for.

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