In this article:
SingleOps Account Settings for QuickBooks
Navigation
- Navigate to:
Admin > Account Settings
- Select Search Account Settings
- 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. SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. |
| Invoice lead days? | For fixed recurring invoices, how many days prior to the invoice date should they sync to QuickBooks? SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. |
| 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) SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. |
| Sync invoices after prepaying a job? | Select yes to sync invoices to QuickBooks immediately after a job has been prepaid? SingleOps Recommendation: Review with your Quickbooks Admin or Accountant. |
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