Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
SarahannC
Moderator

Reply to message

Hello there, tennistown.

 

Once you change the account in Products and Services, it'll also update your previous transactions and historical accounts. As shared by my colleagues above, make sure to tick the Also update this account in the historical transactions box. 

If you're trying to update the inventory, you can change it directly. Then, make sure to click the Save and close button to reflect the changes.

 

In this situation, we can log in to your QBO account in a private browser to determine if it's the browser that is causing the old account to still show. To guide you further, please follow the steps below:

 

  1. Refresh your browser by clicking the Reload icon or pressing F5 on your keyboard.
  2. If the same thing happens, we can log in to your account through an incognito window. This mode doesn't store cache that's why we recommend using it.

 

If it works fine, we can clear the cache of your regular browser. This helps remove any browser-related issues and refresh your browser's settings. Aside from that, you can use other compatible browsers in QuickBooks Online. Below are the things that you can try on:

 

  • Mozilla
  • Google Chrome
  • Microsoft Edge
  • For Safari, make sure to use the latest one.

 

Once you’re done with the changes, you can run a report on the new account to see if your historical transactions have moved over. Here's how:

 

  1. Go to Accounting on the left panel.
  2. Within the Chart of Accounts tab, search the associated account of the item.
  3. Click Run report.

 

If you want to track your total sales for each product or service, you can refer to this article: Use reports to see your sales and inventory status.

 

Know that you can always go back in this thread if you ever need anything else with QuickBooks. I'll be around to back you up. Stay safe!

Need to get in touch?

Contact us