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Replying to:
MaryLandT
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I'm here to make sure that accounts are reflected after the changes, melissa-relate-i.

 

It's important to check if the items are correctly mapped so your company has an accurate record of transactions.

 

When changing an account for your products and services, it will only take effect on the historical transactions for the inventory items. The update is not retroactive for the service and non-inventory items.

 

You need to close and open back your QuickBooks Online account to check the update accordingly.

 

If past transactions aren't showing the changes, change the income account then switch it back to the correct one. Let me show you how to do it:

  1. Go to Settings ⚙ and select Products and Services.
  2. Under the Action column of the appropriate item, select Edit.
  3. From the Income account ▼ drop-down, choose a different account.
  4. Select Save and close.
  5. Under the Action column of the same item, select Edit.
  6. From the Income Account ▼ drop-down, choose the correct account.
  7. Select the Also update this account in historical transactions checkbox.
  8. Click Save and close.

However, if the issue persists, I'd suggest doing primary troubleshooting steps to get rid of the error. Seldom cache saved up in the system can cause the product to misbehave. 

 

To start, access a private browser or incognito. This browser won't save your browsing history, cookies, and site data. Here are the keyboard shortcuts: 

  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox)
  • Command + Shift + N (Safari)

 

Once logged in, go back to the product and services page and check if the historical transaction option is already functioning well. If that works, go back to your default browser and initiate a clear cache to fix the unusual behavior.

 

I've attached articles below about recording past vendor transactions, sales, and accounts receivable in QBO: 

Let me know how it goes by clicking the Reply button below. I'm always here to help you. Have a great day!

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