I will help you correct your records, @lisaknutsen.
I appreciate everything you've done. I'll offer suggestions so that the transaction appears in your Consulting Income account.
Because you can't change the account, I'd recommend deleting the original payment. After that, manually generate an invoice and pay it. Let me show you how:
- Select Create Invoice on the home page.
- Complete the required fields.
- Click Save.
After that, receive the payment. Enter a sales receipt if your customer paid upfront in full or a payment item if it’s a partial payment only.
- Choose the Customers menu and choose Receive Payment.
- Select Create a Payment and fill out the fields.
- Pick the outstanding invoices and charges you're receiving the payment for.
- Choose either Group with other undeposited funds or Deposit to. Make sure to choose the Consulting Income account in the drop-down.
- Hit Save.
For more information, check out this link: Record an invoice payment.
Check out these resources to find out what's new in QuickBooks and get a handle on your finances:
Reach out to me if you have any other issues or concerns by leaving a comment. I want to make sure everything is taken care of for you. Have a wonderful day!
