How do you allocate a sales invoice to a specific sub account of turnover?

It’s great to see you here in the Community, acf.

I’ll be your guide in allocating an invoice to a specific sub- account.

If you haven’t created the item yet, you’ll have to set it up and enter the sub-account in the Income account field.

Here’s how:

1. Go to Sales on the left panel.
2. In the Products and Services page, click on the New button.
3. Choose the type of product.
4. Fill in the fields.
5. In the Income account drop-down, select the appropriate account.
6. Click Save and close.

If the item is already entered in QBO, simply edit the Income Account. I’ll walk you through the steps.

1. Go to Sales on the left panel.
2. In the Products and Services page, select the item you’re working on.
3. Click on the Edit link.
4. Go to the Income account section, then click on the drop-down and select the sub-account.
5. Select Save and close.

Feel free to read this article for more details: How to create and use a products and services list.

With these steps, you’ll now be able to allocate your sales to the sub-account.

If you have additional questions, leave me a comment. I want to make sure this is taken care of for you. Have a great day ahead.

Is there currently a way to go back and reallocate past invoices to a different income account? Several services were associated with the default Sales account and now that they are cleaned up moving forward, I'd like to clean up the past sales if possible. It seems that re-selecting the product in the invoice does not update past transactions. 

Good afternoon, @mrobillard. 

Welcome to the Community, glad to have you here. 

You can change the class for invoices, sales receipts, checks, or bills with items (products or services) on them. However, you can’t change the accounts. 

Here's an article that goes into detail about reclassifying transactions: Reclassify or move multiple transactions at once.

If you have any other questions, reach out. We're always here to help. Have a great night.