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TLPCPS
Level 2

GL Accounts and subaccounts

I have created GL Accounts for separate items that I want to show on our customers invoices.  These are Tuition, Registration Fees, Lunch Club.  Each has it's own account and item name.  

How can I get them to show this way on my customer account page?  Everything shows under "Tuition".  It is hard to tell which is which and it would be nice not to have to click on each invoice to verify what is what.

Thanks in advance!

 

Solved
Best answer February 26, 2020

Best Answers
JaneD
Moderator

GL Accounts and subaccounts

Thanks for the screenshot, TLPCPS.

 

You might want to enter a memo when entering invoices in QuickBooks Desktop. Then, add the Memo column to the customer's profile to identify each invoice created.

 

To add the Memo column to the customer's profile:

 

  1. Go to the Customer Information window and select the Transactions tab.
  2. Right-click on any columns and choose Customize Columns.2.PNG
  3. Mark to select Memo and click on Add.
  4. Click on OK.

I've attached some screenshots for reference.

 

Invoice Fee.PNG

 

Final Columns.PNG

 

Let me share this article in case you want to create custom fields to personalize QuickBooks Desktop.

 

Please leave a comment below if you need anything else. We'll fill you in. 

View solution in original post

6 Comments
MirriamM
Moderator

GL Accounts and subaccounts

It's nice to see you here again in the Community, @TLPCPS.

 

You can create an account for the Tuition, Registration Fees, and Lunch Club. At the same time, create an item and make sure to Account the item on the accounts created. To do this task, here's what you'll need to do:

 

To create an account:

  1. Go to the Lists menu at the top.
  2. Select Chart of Accounts.
  3. Hit the Account drop-down menu and select New.
  4. In the Add New Account: Choose Account Type window, pick account type.
  5. Click Continue.
  6. Enter Account Name (Tuition).
  7. Choose Save & Close.

To create an item:

  1. Go to the Lists menu at the top.
  2. Select Item List.
  3. Hit the Item drop-down menu and select New.
  4. In the New Item window, pick TYPE.
  5. Enter Item Name (Tuition).
  6. Click OK.

Once done, create an invoice for the specific item. Doing so will show the data that you need. 

 

To learn more about the process above, check these articles:

Let me know if you have other concerns. I'll be here for you. Enjoy your day.

TLPCPS
Level 2

GL Accounts and subaccounts

Thank you for your answer.

 

I have done all of these things and, on the individual invoices, they do show up with the descriptions that I want.

 

Problem is when I go into the customers screen everything shows under tuition.  Only when I click on the individual invoices does it show what they are for.

 

I am wanting them to show with the proper descriptions on the customer account screen.  Is this possible?

 

Kendra H
QuickBooks Team

GL Accounts and subaccounts

Hello, @TLPCPS.

 

I hope your day is going well. I'd be glad to lend a hand with getting the Tuition, Registration Fees, and Lunch Club to show on the Customer's Information window.

 

Before going into detail, I'd like to ask if you could provide me with a screenshot of what it's showing on your customer's page?

 

You can refer back to Create, edit, or delete accounts in QuickBooks article that my colleague @MirriamM provided to get you back to business.

 

I look forward to chatting with you soon. Have a safe and productive rest of your day!

 

 

TLPCPS
Level 2

GL Accounts and subaccounts

Here is a screen shot.  I have accounts set up for each individual items in the GL and item list.  

My question is how do I have each different item show in the account column on this screen instead of showing under simply tuition?

JaneD
Moderator

GL Accounts and subaccounts

Thanks for the screenshot, TLPCPS.

 

You might want to enter a memo when entering invoices in QuickBooks Desktop. Then, add the Memo column to the customer's profile to identify each invoice created.

 

To add the Memo column to the customer's profile:

 

  1. Go to the Customer Information window and select the Transactions tab.
  2. Right-click on any columns and choose Customize Columns.2.PNG
  3. Mark to select Memo and click on Add.
  4. Click on OK.

I've attached some screenshots for reference.

 

Invoice Fee.PNG

 

Final Columns.PNG

 

Let me share this article in case you want to create custom fields to personalize QuickBooks Desktop.

 

Please leave a comment below if you need anything else. We'll fill you in. 

View solution in original post

TLPCPS
Level 2

GL Accounts and subaccounts

Jane,

 

THAT WILL WORK!!!!!  Thank you ever so much!

Now I just need to remember to fill in the memo line!

 

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