Hello - I have an invoice from January 2020 that I updated the income account on. I updated each line on the invoice from Sales to Service but when I run an P&L the income still shows up in Sales. Does anyone know how to fix this?
Then, you'll have to make sure that you updated the correct items so the changes will appear in the Profit and Loss.
If the issue persists, I recommend logging in to your QuickBooks account using a private browser. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.
Use these keyboard shortcuts based on the browser you're using.
For Firefox or Microsoft Edge, press Ctrl + Shift + P.
I appreciate you for coming back to add further clarification in updating entries in QuickBooks Online.
The system will ask you to enter a password when updating transactions if the books are already closed. I suggest using the closing date password, not the one you used when logging into your QuickBooks account.
If you don't know the closing date password, I recommend resetting it so you can enter a new one. Make sure you're the master or company admin in your QBO account.
2. Click the Gear icon at the left panel and choose Accounts and Settings.
3. Go to the Advanced tab.
4. Choose the pencil icon in the Accounting section.
5. Put a checkmark in the Close the books box.
6. Change the closing date.
7. Choose Allow changes after viewing a warning and entering password from the drop-down arrow.
7. Enter a new password and confirm it to change your password.
8. Hit the Save and close button.
Once done, you can start again updating or make any changes with your QuickBooks Online entries and enter the new password.
For additional information in resetting the closing date password, you can refer to this article: Edit your closed books. This also contains steps on how to check if there are changes made after you close your books.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.