Account Settings for QuickBooks

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SingleOps Account Settings for QuickBooks

 

Navigation

  1. Navigate to:Admin > Account Settings
  2. Select Search Account Settings
  3. Search the setting names from table below.

 

SingleOps Account Settings for QuickBooks

Settings Name Description & Additional Details
Only sync clients when also syncing an invoice? Select yes to only sync new client information to QuickBooks when an invoice is also being synced for that client. Selecting yes will keep your QuickBooks file much cleaner.
Invoice lead days? For fixed recurring invoices, how many days prior to the invoice date should they sync to QuickBooks?
Can users create taxed all-in jobs? All-In Taxed Jobs don't pass along any sales tax to the customer, instead the sales tax cost is absorbed as lost revenue. (This option does not affect QuickBooks Online connected accounts)
Auto-sync invoices and payments to QB? Select yes to automatically sync invoices and payments to QB when registering a payment. 
Example: If a payment is applied to invoice prior to job approval, the invoice would sync to QB when the payment is applied. 

 

 

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