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November 27, 2020
Question

I have set up three diff sales types in the Chart of accounts but when I go to enter an invoice it only gives me one option.

  • November 27, 2020
  • 1 reply
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1 reply

Level 13
November 27, 2020

Hi pete-willers-sec,

 

Thanks for joining us here on the community! 

 

When entering an invoice, only a product/service can be selected, and this is linked to a Chart of Account by the income account selected on the P/S itself - the sales account you're currently seeing when entering an invoice will be the default 'sales' service set up by QuickBooks.

 

You can create or view products/services by going to Sales > Products and services, and then select edit to view the details and field for income account.

 

Thanks 🙂