QuickBooks Settings Page

In this article:

QuickBooks Settings Navigation

Edit QuickBooks Settings Page

   General Ledger Settings

   Sync Preferences

Connect QuickBooks Online / QuickBooks Desktop

 

QuickBooks Settings Page Navigation

  1. Navigate to: Admin > Account Settings
  2. On the blue side menu, click QuickBooks
  3. When finished configuring QuickBooks Settings, click Update Settings.

 

Edit QuickBooks Settings Page

General Ledger Settings 

Account Receivable Options will not populate until QuickBooks sync is complete. This is the QuickBooks Account used for accounts receivable, if none is specified the QuickBooks account named 'Accounts Receivable' will be used.
Refund Account Options will not populate until QuickBooks sync is complete. This is the QuickBooks Account used for issuing refunds, if none is specified the first bank account is used.
Undeposited Funds Options will not populate until QuickBooks sync is complete. This is the QuickBooks Account used for accepting payments, if none is specified the QB account named 'Undeposited Funds' is used.
Deposit Item Select an item to be used when syncing deposits to QuickBooks. The income account on this item needs to be a liability GL Account.
Prepay Item Select an item to be used when syncing prepayments to QuickBooks. The income account on this item needs to be a liability GL Account.

 

Sync Preferences

Invoice Lead Days For fixed recurring invoices, how many days prior to the invoice date should they sync to QuickBooks? Enter number of days.
Auto-sync invoices and payments to QuickBooks Toggle ON to automatically sync invoices and payments to QB when registering a payment.
Only sync clients during invoice sync Toggle ON 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.
Sync invoices after prepaying a job Toggle ON to sync invoices to QuickBooks immediately after a job has been prepaid.

 

Connect QuickBooks Online / QuickBooks Desktop

Connect QuickBooks Online If connected, there are 2 options: Disconnect & Resync Data 
Manage QuickBooks Desktop Selecting this will take you to the legacy QBD connection page.

 

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