I'm surprised I'm asking this because I have always been an advocate of limiting control accounts (AR & AP) to "only one". But I now am in an organization with 3 checking accounts for different parts of the organization, and each could likely have and AR and AP account specifically for that part. Right now, there is one AR and AP account, and since I will be restructuring the GL I am wondering about creating a "global" AR and AP, each with sub-accounts for transactions specifically for that part of the organization. As sub-accounts, the totals would roll-up into the grand total, but allow for visibility into each unit (part) of the total organization.
So here is a question: in Customer Center, if I choose Create Invoices, am I able to direct which AR account the invoice total should go to? I don't see an option (like when doing checks we can select which bank account we want to use) to select a AR account. There is a selection option in AP, but not in AR. Does anyone else have more than one AR account? And if so, how do you select which one you want impacted by a transaction (invoice) entered?
I am open for comments, suggestions, watch-outs, etc. Thanks in advance for any feedback.
Solved! Go to Solution.
I believe you need to set up a second A/R account in order for the 'Account' drop-down box to appear at the top of an invoice. If you currently have just one A/R account, it makes sense that you don't see it.
I believe you need to set up a second A/R account in order for the 'Account' drop-down box to appear at the top of an invoice. If you currently have just one A/R account, it makes sense that you don't see it.
Hi Rainflurry!
Thank you for taking the time to assist with this inquiry! Your insights about setting up a second A/R account to enable the 'Account' drop-down on invoices are very helpful. We appreciate your support in fostering a collaborative community!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.