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Join nowHow do I change the from the default a/r chart of account to a different chart of account.
My QBO is defaulting my sales invoices to an a/r account named allowance for doubtful account.
There is only one Accounts Receivable account in QBO, and it is part of your standard chart of account list. The name of the account must have been changed if it is truly an Accounts Receivable type account. Edit the account name to change the name back to Accounts Receivable.
Greetings, Sonyia.
Thanks for dropping by the Community space. I want to ensure your invoices are tracked to the correct account.
In addition to @Regina_Lend_A_Hand_Accounting's answer, QuickBooks Online recommends keeping one A/R for organizing your records. To properly track your sales invoices, you can set up a parent customer and sub customers to group and sub-total your open receivables by the parent customer.
To create a parent customer:
You can do this same process for every AR type needed. Next, change your existing customers to sub-customers.
Here’s how:
You can use the Location Tracking feature to group receivables. For the detailed instructions, you can refer to the Set up and work with class and location tracking article.
Let me know if you have additional questions about tracking transactions in QBO. Please know that I'm always ready to answer them for you. Have a good one.
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