Joist sales not posting "joist" instead of correct income account

Welcome to the Community, mharbold1.

Since Joist transactions aren't going into the correct account, I'd recommend getting in touch with their support team to troubleshoot further. Detailed steps for reaching them can be found through their website.

I'll be here to help if there's any additional questions. Have a lovely day!

Thanks!  Is it a Joist issue?  I think it's a QB issue. For example, we have an invoice that synced over from Joist.  It was for the service marked  "Plumbing".  If you go to settings in QB's, and look at products and services, and edit "Plumbing", it shows the income account to be "Plumbing Income".  Yet, when you look at the P&L, the income from that sale went to "Joist App"???  And there is no way to change it.  I don't think it's a Joist issue since Joist doesn't have a general ledger, although I may be wrong.  Any advice on how to fix this?

Thanks!

Thank you for sharing additional information, @mharbold1.

I'll share some information on how QuickBooks received transactions from a third-party app.

QuickBooks Online (QBO) is dependent on the information that is shared by Joist. Thus, I recommend contacting the Joist support team to find out how they'll sync the transactions to QuickBooks.

Just in case you want to reconcile your bank account in QuickBooks, you can check out this article: Reconcile an account in QuickBooks Online. This will help make sure your QuickBooks transactions match your bank statements.

Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

Hi.  I'm sorry to be repetitive, but I don't think it's a Joist issue.  It synced over correctly.  Joist doesn't assign GL accounts to their transactions....QB's is doing that.  And QB is not letting me edit the GL account number.  Please provide me with a solution to this issue.  

Thanks!

I know this hasn't been an easy process for you, mharbold1.

Let me make it up to you by ensuring you'll get a detailed explanation of why the sales transactions are posted in the incorrect account.

I'd recommend reaching out to our QuickBooks Support Team. They have full access to your account and can review your Chart of accounts and the integration between Joist. They can also determine its main cause to ensure it won't happen again.

Here's how:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. You can either select Chat with us or Have us call you.

To ensure you'll be assisted on time, please see our support hours. 

Additionally, I've added an article that'll help you learn more about managing your accounts in QuickBooks Online: Understanding Chart of Accounts. 

Please keep us posted if you need assistance managing your sales transactions. We're always here to help you out.