Hello, BCAaccounting.
There are two ways to locate the transaction journal entries for invoices in QuickBooks Online. I'll lay down the steps to help you find them.
We can open a certain invoice, then check the transaction journal information from there. Here are the steps:
- Go to Sales, then click the Invoices tab.
- Open an invoice.
- On the invoice screen, click the More button.
- Select Transaction Journal.
If you need to check multiple invoices, we can use the customized Journal report instead:
- Go to Reports.
- In the search box, search for Journal, then click the result.
- Click the Customize button.
- Check Transaction Type, then select Invoice.
- Add other customization settings if needed.
- Once done, click Run report.
Both methods allow us to see the accounts associated with the invoices, including the debit and credit columns.
About the account numbers, I take it that you're also trying to see them in the journal. In this case, we'll just want to make sure to enable it in your settings and ensure they are showing in your reports.
A guide about enabling and using them can be found here: Use account numbers in your chart of accounts in QuickBooks Online.
After managing those invoices, I'll also add this article if you need help creating customer statements: Create and send customer statements in QuickBooks Online.
You can reply here again if you have more concerns about your invoices and how the accounts affect your books. My team and I will be around to help.
