In this article:
- 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.