Hi
there, neybeth.barral,
Let’s
add the insurance amount as an income when creating an invoice.
I
appreciate you using the custom field in the Account and Settings in QuickBooks Online (QBO).
Using
custom
fields for insurance will not add to the total invoice amount in QBO. If
you’ve checked the Internal box, it’ll
display in QBO. If you’ve checked the Public
box, it’ll display both in QBO and printed on the invoice. You can check the InsuranceCustomField.PNG below for your
reference.
Since
you wanted to tag the insurance amount as income, you can add it as a service
item. Here’s how:
- Go to the Gear icon on the Toolbar.
- Under Lists, then choose Products and Services.
- In the Products and Services window, select New.
- Select the
product or service type.
- Enter the new
product or service information and the income account.
-
Click Save and close.
Please
check the ServiceItem.PNG to guide
you through the last two steps.
Once
the insurance service item is created, you can enter a line item under Product/Service column when creating an
invoice. Then, surely it’ll add to the the total invoice amount in QBO. For
reference, see the InsuranceLineItem.PNG
below.
Please
let me know if you need anything else while working in QBO. I’ll be around to
help you out, neybeth.barral. Have an awesome day!