When you create an Invoice on Klipboard, you can select and sync the Expense or Revenue Account Codes associated with each line item to Quickbooks.
We sync invoice product and service line item 'Account Codes' to Quickbooks as per your selection on Klipboard if there is no existing Stock product and service item on your Quickbooks account. If there is an existing Stock product and service item on your Quickbooks account, then the 'Account Code' applied to the line item will be the one set against your Stock item on Quickbooks.
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Getting Started With Chart of Account Codes
Upon integration with Quickbooks, all Tax Rates and Account Codes in Quickbooks will be imported into Klipboard. Any changes required must be made to Tax Rates or Account Codes in Quickbooks and these will sync to Klipboard.
Team Members with Web Dashboard access can set Default Revenue & Expense Account Codes by navigating to Settings > Payments & Taxes.
Selecting Account Codes On Line Items
When creating an Invoice, you can select the required Expense or Revenue Account Codes associated with each individual line item by selecting an option from the Tax (%) dropdown list. If a different code is selected the % rate will also change to reflect the rate of the new selection.
We sync invoice product and service line items to Quickbooks as 'Non-Stock' items if there is no existing Stock product and service item on your Quickbooks account.
We sync invoice product and service line item 'Account Codes' to Quickbooks as per your selection on Klipboard if there is no existing Stock product and service item on your Quickbooks account. If there is an existing Stock product and service item on your Quickbooks account, then the 'Account Code' applied to the line item will be the one set against your Stock item on Quickbooks.
Updating Account Codes on Quickbooks
For Account codes to sync with Klipboard, the codes in question MUST be updated on Quickbooks. For any Account Codes that you wish to sync to Klipboard, you must first go to Quickbooks and navigate to Chart of Accounts and then Edit Account Code accordingly.
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Access further help articles on the integration with Quickbooks: