Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer September 09, 2021
Solved
Best Answers
Thanks for the further clarification, @cebmiller1313. I'll make sure you're able to keep your accounts updated and manage income transactions in QuickBooks Online (QBO) accordingly.
QBO will initially use one default A/R account for your invoices. But, once there are multiple A/R types of accounts, the default will sometimes allocate incorrectly. This is why there are some sales that were assigned on the wrong accounts (i.e., BD A/R).
To resolve this matter, I'd recommend deleting and recreating the invoices that are incorrectly assigned to the BD A/R sub-account. Then, inactivate the BD A/R sub-account so the system allocates all your sales transactions to the appropriate A/R account (default).
You can delete the invoices by following these steps:
- Go to the Accounting menu.
- Select Chart of accounts.
- Find the BD A/R sub-account and select View register under the Action column.
- Choose the invoice transaction to open its details.
- Click More below and choose the Delete option.
- Select Yes to confirm. Repeat as necessary.
Once you're done, inactivate the BD A/R sub-account. You can refer to this article for the detailed steps: Make an account inactive on your chart of accounts in QuickBooks Online.
Then, you're set to recreate your invoices. In case you haven't recorded the details of the deleted invoices, you can use the Audit Log to recover the information you need and re-enter them appropriately.
Also, the accounts in your Chart of Accounts are used to categorize your transactions on everything from sales forms to reports to tax forms. To understand your chart of accounts more, I'd recommend checking out this article: Learn about the chart of accounts in QuickBooks. It includes topics about accounts that QuickBooks sets up for you and how you can manage them accordingly.
Let me know in the comments below how it goes. If you have other concerns about managing A/R accounts and sales transactions in QBO, I'll be right here to help. Keep safe always, @cebmiller1313.
Thanks for the further clarification, @cebmiller1313. I'll make sure you're able to keep your accounts updated and manage income transactions in QuickBooks Online (QBO) accordingly.
QBO will initially use one default A/R account for your invoices. But, once there are multiple A/R types of accounts, the default will sometimes allocate incorrectly. This is why there are some sales that were assigned on the wrong accounts (i.e., BD A/R).
To resolve this matter, I'd recommend deleting and recreating the invoices that are incorrectly assigned to the BD A/R sub-account. Then, inactivate the BD A/R sub-account so the system allocates all your sales transactions to the appropriate A/R account (default).
You can delete the invoices by following these steps:
- Go to the Accounting menu.
- Select Chart of accounts.
- Find the BD A/R sub-account and select View register under the Action column.
- Choose the invoice transaction to open its details.
- Click More below and choose the Delete option.
- Select Yes to confirm. Repeat as necessary.
Once you're done, inactivate the BD A/R sub-account. You can refer to this article for the detailed steps: Make an account inactive on your chart of accounts in QuickBooks Online.
Then, you're set to recreate your invoices. In case you haven't recorded the details of the deleted invoices, you can use the Audit Log to recover the information you need and re-enter them appropriately.
Also, the accounts in your Chart of Accounts are used to categorize your transactions on everything from sales forms to reports to tax forms. To understand your chart of accounts more, I'd recommend checking out this article: Learn about the chart of accounts in QuickBooks. It includes topics about accounts that QuickBooks sets up for you and how you can manage them accordingly.
Let me know in the comments below how it goes. If you have other concerns about managing A/R accounts and sales transactions in QBO, I'll be right here to help. Keep safe always, @cebmiller1313.
