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RCV
QuickBooks Team
QuickBooks Team

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I got your back to ensure to post the items on the revenue account so you'll be able to run the correct report data in QuickBooks Online (QBO), krissenior.

The account where your transactions are recorded depends on the accounts assigned to items listed on the invoice. We can open your customer's invoice and review the item details. Let me guide you on how:

 

  1. Go to the Sales menu.
  2. Choose the Product and Services tab.
  3. Locate the  Product or Service item used in your customer's invoice.
  4. From the Action column, click Edit.
  5. Scroll down to the Income Account section.
    • If the account is incorrect, click the drop-down Income Account drop-down to change it.
    • If its correct, you can view the Transaction Journal report. 

 

 

Now, you can run the Product and Service List to have a better view of all the income account and expense account assigned to all of your Product and Service items.

 

 

From here, you can double-click on each incorrect income account and change it. You can read through this article for more detailed information: Change the account for a product/service item. Once, done try running the Profit and Loss report again.

 

If the same thing happens, let's perform some browser troubleshooting steps to resolve this issue. To start, let's open QBO using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the shortcut keys:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option + P for Safari

 

If it works, return to your default browser and clear the cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to other supported web browsers can also help rectify the issue.

 

Also, you'd want to check this article for reference in case you want to change your product and service item types. This will guide you through the step-by-step process: Change product and service item types in QuickBooks Online.

 

Please fill me in if there's anything else I can do to help you run your financial reports. You can click the reply button below to add your response. 

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