Manage Your Account

I can walk you through managing your invoices, africangoldcarp1. If you need to set up an account specific to your invoices, let me share details on how to do it in QuickBooks Online.

To add another bank account for specific bulk products in QuickBooks Online (QBO), you can manually link additional bank accounts to manage transactions effectively. This process allows you to allocate payments and receipts accurately for different projects or products. 

By creating separate bank accounts in the Chart of Accounts and manually selecting the appropriate account when adding transactions, you can ensure proper tracking of them.

1. First, go to the Gear icon and tap the Chart of Accounts.

2. From the Chart of Accounts (COA) section, click the New button and enter the Bank details: Account Name, Account Type, Detail Type, Opening Balance, Date, and Description.

After that, create an invoice and add your products and services. Once your customer pays it, go to the Receive Payment. Locate the Customer you want to pay, and make sure to associate the bank you newly set up. 

Here's how:

1. 1. 1. Under the + New, click the Receive Payment tab.
      2. Enter the Customer's name. Enter the Date.
      3. Choose the Invoices.
      4. From the Deposit To section, choose an account you want to track your invoices.
      5. Apply the amount, 
      6. Press the Save and Close.

Furthermore, here are some articles to help you manage invoice payments and keep track of your transactions inside the program: 

• Common custom reports in QuickBooks Online.
• Customise reports in QuickBooks Online.

You can customize settings to specify which account to use for each transaction, ensuring accurate financial records. If you encounter any issues during the process, you can refer to resources provided by QuickBooks support for guidance and assistance.