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DollarsNBoxes
Level 1
posted
‎June 09, 2023 01:45 AM
last updated ‎June 08, 2023 5:45 PM

Invoices allocating to wrong account with zero amount

One of my clients has two invoices allocated to the wrong account.  The amount allocated for each is zero.  None of the items sold on these accounts is allocated to this account, that I've been able to find.  What other techniques can I use to find out why they are showing up under the account? Even though it's a zero amount, I'd like to know why it's happening.

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1 Comment 1
Ethel_A
QuickBooks Team
QuickBooks Team
‎June 09, 2023 04:03 AM

Invoices allocating to wrong account with zero amount

Hello there, @DollarsNBoxes.

 

In QuickBooks Online, all transactions created will be posted in the account as long as the transactions will not be deleted.

 

QB works on items. Each item has a selection you make to determine what account is posted to. You have to change that from the item in the products & services menu under the gear icon.

 

You can also delete the invoice since it has zero amount. It won't affect the account.

 

Here's how:

 

  1. Open the invoices you want to update.
  2. Click More, then select Delete.
  3. Choose Yes to confirm.
  4. Once done, recreate the invoice with the updated item.

 

You can also read this article to learn more about the impacts of inventory tracking: Impacts of inventory tracking on the balance sheet and profit & loss reports.

 

Feel free to click the Reply button below if you have questions about managing invoices. I'm always here to help. Have a great day.

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