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. |
| 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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