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M
Mariajusko
April 19, 2022
Question

Account selection

  • April 19, 2022
  • 2 replies
  • 0 views

Hello,

I am trying to figure out away to remove having to select account when creating invoices. 

I am using two versions of the same quick books and one of them doesn’t ask for the account when crating an invoice while the other on does in the drop down menu. 

is there a way to remove the drop down and adding a default account?

 

thank you 

2 replies

DivinaMercy_N
DivinaMercy_NModerator
Moderator
April 19, 2022

Welcome to the QuickBooks Community, @Mariajusko.

 

To further determine the root cause of the issue, may I know the exact prompt message your receive when attempting to close the invoice? Also, can you attach some screenshots of your invoice window for me to check the options available on your end? Any additional information you can add is a great help so we can get closer to the resolution. 

 

While waiting for your reply, I'll be leaving this article to serve as your reference in managing your invoice in QuickBooks Desktop (QBDT): Create an invoice in QuickBooks Desktop. Furthermore, you'll also want to browse through our Help articles page to find resources and guides to finish your QBDT tasks.

 

I'm just a post away to lend you a hand. I'll keep an eye out for your response. Have a good one and take care. 

BigRedConsulting
BigRedConsulting
Level 15
April 20, 2022

The account box appears when you have more than one AR account.

 

When you save a new invoice, the account you pick should 'stick' and be automatically set for the next new invoice. Is this not happening?

M
MariajuskoAuthor
April 20, 2022

Hello, 

Thank you for the help. Yes I figured that was the issue there were additional  AR Accounts created when the company was set up. I am now trying to figure out the way to transfer all of these to a single default AR account as when I tried to deactivate them, I was obviously not able to receive the payments. The invoices in the future will be created using the single AR account to avoid this. 

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