cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Help us improve your self help experience. We'll donate $1 to WHO for every completed survey. Complete the survey now.
Level 2

how to link sales account with invoice ?

Dear Support 
I'm new in QBO i need some help about sales and invoice form 
we have restaurant and we have many way to sell i already make location for each kind of SALES 
and i make Sales account in chart of account for each kind of SALES 
now how i can link the location with sales Account in chart of account 

in the attached photo you can find my invoice form with my 3 Location ( branch sales , website and consulting ) 

and in the Chart of account you can find the sales Account  ( branch sales , website and consulting )

now when i make invoice i wan to link between them 
so when i make invoice for Location website for example i want to find the sales amount in Sales website account in chart of account 

thanks all  

Solved
Best answer July 21, 2020

Best Answers
Moderator

how to link sales account with invoice ?

Hello there, @Jadallah!

 

When creating an invoice in the system, the sales amount will be posted on the income account base on the selected product or service. Let's go ahead and create a product or service item so you can associate it with your sales account. I'll show you how.

  1. Go to Sales.
  2. Select Products Services.
  3. Click New.
  4. Under Product/Service Information, select the appropriate type of your item.
  5. Enter the name on your new item.
  6. On the Income Account menu, select your sales account.
  7. Click Save and close.

From here, you can go ahead and create an invoice for your sales. Make sure to select your newly created item under the PRODUCT/SERVICE column. You can read through this article to learn more: Create invoices in QuickBooks Online.

 

Lastly, here's an article you can read to learn more about how you can receive payments from your customers: Record invoice payments in QuickBooks Online.

 

Keep me updated in the comments if you have any other questions. I'll be here to lend a helping hand.

View solution in original post

4 Comments
Level 2

how to link sales account with invoice ?

the sales attached here 

Moderator

how to link sales account with invoice ?

Hello there, @Jadallah!

 

When creating an invoice in the system, the sales amount will be posted on the income account base on the selected product or service. Let's go ahead and create a product or service item so you can associate it with your sales account. I'll show you how.

  1. Go to Sales.
  2. Select Products Services.
  3. Click New.
  4. Under Product/Service Information, select the appropriate type of your item.
  5. Enter the name on your new item.
  6. On the Income Account menu, select your sales account.
  7. Click Save and close.

From here, you can go ahead and create an invoice for your sales. Make sure to select your newly created item under the PRODUCT/SERVICE column. You can read through this article to learn more: Create invoices in QuickBooks Online.

 

Lastly, here's an article you can read to learn more about how you can receive payments from your customers: Record invoice payments in QuickBooks Online.

 

Keep me updated in the comments if you have any other questions. I'll be here to lend a helping hand.

View solution in original post

Level 2

how to link sales account with invoice ?

many thanks now its so clear 

QuickBooks Team

how to link sales account with invoice ?

I'm glad we're able to address your concern about linking your sales account with an invoice, @Jadallah.

 

With QuickBooks Online (QBO), you're able to customise your invoices to add the information that matters most to your business. Then, pull up reports to see your best sellers, what's on hand, and still on order.

 

Additionally, QuickBooks made it easy for you to manage your account. Here's the set of articles that'll further guide you in monitoring the growth of your business: Help Articles for QuickBooks Online. It contains topics about customer and income, suppliers and expenses, and banking to name a few.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.