How can I change the General Ledger account for all imported invoices and prevent invoices from showing Deactivated Revenue?

Problem

Users can't batch an invoice because the invoice shows Deactivated Revenue. The GL account needs to change to an income GL account.

Solution

Follow the steps below to ensure the invoice amount is reflected as revenue on the dashboard. The key is to link the invoice items to an income account, so they count toward revenue.

Change the GL Account for Imported Default Service items

1. Go to the navigation bar and click Pricebook.

2. Use the search bar to find the Imported Default Service item.

3. If the item does not appear, it might be deactivated.

4. Add a filter to include deactivated items in your search by clicking Filters to open the Filters screen.

5. Select the Inactive option, then click Apply.

6. When you find the Imported Default Service item, edit the item.

7. Change the GL account to an income account.

8. Save your changes.

Reactivate a deactivated item

1. Go to the navigation bar and click Pricebook.

2. Add a filter to include deactivated items in your search.

3. Find the Imported Default Service item.

4. Select the item you want to edit, click Actions, and select the View/Edit option.

5. Select Activate to reactivate the item.        

   Note: You can edit the GL account of an item even if it's deactivated. However, the GL account must be active, while the item in pricebook can remain inactive.