Hi, @DLayson. If an item is linked to a Checking account, it will post to your bank register immediately. We need to change it to an Income account, so it stays in your Invoices/Accounts Receivable (A/R) and not as a payment.
Here's how:
- Go to the Gear icon.
- Under List, click on Product and Services.
- Select the item you used in creating your Invoices.
- Click on Edit.
- Scroll down to the Sales section.
- In the Income account, review and set it to the appropriate account..
- Save and Close.
After this correction, your transactions will properly show as invoices instead of payments.
Please respond to this post if you have additional concerns.
