IO not exporting to QB properly.

Antjuan K. shared this question 20 months ago
Answered

Fees and discounts are getting mixed up in QB once imported from inflatableoffice. When I run a report in QB I might see surface fees and specials show up in the Distance charges. How can this be corrected.

Comments (1)

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Sounds like you'll need to change the income account for each fee and discount under "Products and Services" in Quickbooks. Try these steps. Please let us know if you need anything else!


1. In Quickbooks, go the Settings (gear icon), then click on Products and services (under Lists).


2. Find the products you are looking for (the fees / discounts).


3. Click Edit.


4. Change the Income account to whatever you would like it to be for the future. IO will never override any changes you make to the income account.


5. Also, you'll still need to edit the past invoices in Quickbooks to change the income account.

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