QB Issue Resolution:
The steps provided by my colleague MadelynC above is to set up a Service item. To get the Product/Service option on the invoice, you’ll have to turn on the Show Product/Service column on sales forms feature. Let me guide you through the steps.
- Click the Gear icon, then select Account and Settings.
- From the left panel, choose Sales.
- In the Product and services section, click the pencil icon to edit.
- Put a check-mark in the Show Product/Service column on sales forms checkbox.
- Click Save, then Done.
Once done, you now have the option to choose a Product/Service on the invoice.
You might also want to check out this article to learn how to create and send multiple invoices in QuickBooks.
Resolution for Issue 'Is there a way to show “Recurring Transactions” as a different Account? Right now they are showing as “Sales” but I would like to categorize them as “Subscription”.' available: Yes (Solved).
Source: Intuit Community forum.
Is there a way to show “Recurring Transactions” as a different Account? Right now they are showing as “Sales” but I would like to categorize them as “Subscription”.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Account and Settings
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