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woatm74@gmail.co
Level 3

invoice account

If there is a way to link a specific account to an invoice upon creation when no account is explicitly set, rather than using the default, please let me know.

Solved
Best answer October 29, 2024

Best Answers
JoesemM
Moderator

invoice account

Linking invoice accounts depends on how you handle them in QuickBooks, woatm74. Let’s explore some scenarios that can address your needs effectively.

 

If you want to determine which account these invoice payments are deposited into, you can verify your QuickBooks Payments setup, as payments automatically transfer to the bank account you registered during signup. To review and update the payment method, follow the steps below:

 

  1. Go to the Gear icon at the top, then select Account and Settings.
  2. Click the Payments tab. 
  3. In the Payment Method section, select Edit
  4. Enter your new card details and select Confirm card. 

 

To guide you in accepting online payments for online and in-person sales with QuickBooks Payments, open this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.


On the other hand, if you're referring to the income account when creating an item in the Products and Services section, this will depend on your setup and how you incorporate it into your invoice. For more details on how to add an item, see this link:
Add product and service items to QuickBooks Online.

However, if you meant something different, please let me know, and I will provide an appropriate solution.

 

Additionally, I'll be sharing these links that will guide you in setting up automatic payments for recurring invoices and how to deposit them into your bank account:

 

 

If you have questions about invoices or need assistance with your QuickBooks account, please leave a comment below. I'm here to help you.

View solution in original post

1 Comment 1
JoesemM
Moderator

invoice account

Linking invoice accounts depends on how you handle them in QuickBooks, woatm74. Let’s explore some scenarios that can address your needs effectively.

 

If you want to determine which account these invoice payments are deposited into, you can verify your QuickBooks Payments setup, as payments automatically transfer to the bank account you registered during signup. To review and update the payment method, follow the steps below:

 

  1. Go to the Gear icon at the top, then select Account and Settings.
  2. Click the Payments tab. 
  3. In the Payment Method section, select Edit
  4. Enter your new card details and select Confirm card. 

 

To guide you in accepting online payments for online and in-person sales with QuickBooks Payments, open this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.


On the other hand, if you're referring to the income account when creating an item in the Products and Services section, this will depend on your setup and how you incorporate it into your invoice. For more details on how to add an item, see this link:
Add product and service items to QuickBooks Online.

However, if you meant something different, please let me know, and I will provide an appropriate solution.

 

Additionally, I'll be sharing these links that will guide you in setting up automatic payments for recurring invoices and how to deposit them into your bank account:

 

 

If you have questions about invoices or need assistance with your QuickBooks account, please leave a comment below. I'm here to help you.

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