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pete.day
Level 1

I have set-up and another account in my chart of accounts to help w/ a new tracking but when I go to put the sale / giving in under sales receipt it does not show up.

 
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Best answer May 16, 2020

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vpcontroller
Level 11

I have set-up and another account in my chart of accounts to help w/ a new tracking but when I go to put the sale / giving in under sales receipt it does not show up.

@pete.day 

"I have set-up and another account in my chart of accounts to help w/ a new tracking but when I go to put the sale / giving in under sales receipt it does not show up."

 

Did you create just a new Chart of Accounts or also created new Product/Service Item mapped to a new account from the Chart of Account?

You also need to create a new Product/Service Item from the Products and Service page (Dashboard > Sales > Products and Service > Select NEW > Select Type) and under Income Account field, choose the new account you created in your Chart of Accounts. Now when you create a Sales Receipt using this new Item Code, it will track sales to a new revenue account.

 

Hope this helps!

View solution in original post

1 Comment
vpcontroller
Level 11

I have set-up and another account in my chart of accounts to help w/ a new tracking but when I go to put the sale / giving in under sales receipt it does not show up.

@pete.day 

"I have set-up and another account in my chart of accounts to help w/ a new tracking but when I go to put the sale / giving in under sales receipt it does not show up."

 

Did you create just a new Chart of Accounts or also created new Product/Service Item mapped to a new account from the Chart of Account?

You also need to create a new Product/Service Item from the Products and Service page (Dashboard > Sales > Products and Service > Select NEW > Select Type) and under Income Account field, choose the new account you created in your Chart of Accounts. Now when you create a Sales Receipt using this new Item Code, it will track sales to a new revenue account.

 

Hope this helps!

View solution in original post

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