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Intuit

Change the account for a product/service item

Learn how to change the income account for any of your product or service items in QuickBooks Online.

Need to use a different income account for your product or service item? Follow the steps below to change it in just a few steps and ensure your company has an accurate record of your transactions.

Change the income account for your items

  1. Go to Settings ⚙ and select Products and Services.
  2. From the Action column of the appropriate item, select Edit.
  3. From the Income account ▼ drop-down, choose the account you want to use. Can't see the account? Make sure the account's detail type is Sales of Product Income.

To check:

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. From the Action drop-down of the account, select Edit.
  3. Change the detail type to Sales of Product Income if necessary.
  4. Select Save and close.

Note: You can only change the account for an item one at a time.

If past transactions aren't showing the changes, change the income account then switch it back to the correct one.

  1. Go to Settings ⚙ and select Products and Services.
  2. Under the Action column of the appropriate item, select Edit.
  3. From the Income account ▼ drop-down, choose a different account.
  4. Select Save and close.
  5. Under the Action column of the same item, select Edit.
  6. From the Income Account ▼ drop-down, choose the correct account.
  7. Select the Also update this account in historical transactions checkbox.
  8. Select Save and close.

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