This mode will not save your browsing history and will also help isolate any web issues. Let's open your QuickBooks Online account in an incognito or private browser. This might be a result of corrupted file cache stored in your browser.
If you've selected the correct accounts from the product/service and added the same items on the invoice, we can perform some troubleshooting steps. Here's a sample screenshot for reference: I also tried it in my test file, and both the credit memo and the invoice have the same accounts in the Journal Report. I've checked our records but did not find any issues related to the incorrect revenue account in the credit memo. Thanks for your reply and the screenshot you've added, KPCW Radio. It's always my pleasure to help you out again. I'm only a post away if you need more help in changing the revenue account of your transaction. With the help of the reports, you can easily track your items in QuickBooks Online. You can also watch our tutorial to learn more about applying credit memos or delayed credits in QuickBooks Online.Īdditionally, in case you need to track your best sellers or the total sales for each product or service, you can utilize reports to see your sales and inventory status.
Here's how to add a new product or service item: From the Income account ▼ drop-down, choose the account you want to use.Click Edit under the Action column of the product.Go to Gear icon ( ⚙ ) and click on Products and Services.Here's how to edit the Income account of the product/service: It will be the one that you'll use for your credit memo. You can also create a new Product/Service and then set the Discount account as the Income account. Let me share additional information on how to update the income account, can update the Income account for this product that you've added in your invoice and credit memo.