How can I add an income account in QBO?

To add additional income accounts:

 

  • Go to your QBO dashboard and click Sales
  • Select Products and Services
  • Go to any of the products listed and click Edit
  • Click the drop down menu for Income Account
  • If you scroll to the top of the list, you'll see an option to Add New
  • There you can select an Account Type category and name it. Once saved, future invoices linked to that product/service will be categorized under that income account

 

Also, after you add a new Income Account, you'll be able to select that Income Account as the default for your Recurly-QBO integration by going back to the Recurly QBO configuration page and editing the income account.