Recurring Invoices

Thanks for joining us here in the Community, Andy Carr.

I want to make sure the payments are received to the correct account in QuickBooks Online.

So I'm on the same page, when you mention "payment notification" are you referring to when your customer pays the invoice? Additionally, this could be happening due to a couple of reasons. One being Account A and Account B are set up as separate bank feeds, and the transactions are going to Account A instead of B. Possibility two is that the Recurring Invoice template is still set to send the invoice payments to Account A, which is why you'd have to manually transfer them to B.

Please drop a comment below and we can continue working here. I'll keep an eye out for your reply.

Thanks for the reply. Im pretty sure that the recurring invoice is still set to send to account A. the question is how do i find out that detail and then update it.

Thanks

Thanks for getting back to me, Andy Carr.

The income account for the received payment can be updated in the Products and Services section of QuickBooks Online.

In this instance you'd be editing the income account(s) for the products and/or service on the particular recurring invoice in question. Here's how:

1. Hover over the Sales tab in the left navigation menu.

2. Select Products & services.

3. Locate the item and click the blue Edit link to the right.

4. Choose the correct account from the Income Account drop down menu.

5. Click Save and close when you're finished.

I'm linking a couple of articles I believe you'll find helpful:

• Add product and service items to QuickBooks Online (Section specific to editing)
• Edit a recurring template in QuickBooks Online

With this info you'll be able to change the account that received payments for items is posted to. Please feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.

Thanks. The income account was set to Job Income (rather then the old account which i was expecting) however i have updated it to the new bank account and will monitor what happens and let you know in a couple of weeks after the next few invoices go out. Thanks again.