Thank you for reaching out to the Community, frcfire.
The article suggests adding an item in the Item details section. However, if you choose to add an item in the Category details section, keep in mind that the amount will be doubled because you already have recorded the same item twice in your transactions.
I have steps that can help you avoid being charged twice the amount.
Here's how:
- Go to the Gear icon, then select Products and services.
- Look for the item you want to add to an account.
- Click Edit. Under Expense account, choose any account you prefer.
- Tick Save and close.
In addition, you can check this article for you to have additional information on how to organize your products and services in QuickBooks Online: Group products and services into different categories in QuickBooks Online
Also, feel free to check this article for you to learn how to create and send invoices in QuickBooks Online: Create invoices in QuickBooks Online
If you still have concerns about managing your transactions, don't hesitate to post it here in the Community. We're glad to help you anytime.
