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Choosing QuickBooks-side Settings

How to choose QuickBooks-side settings that will work seamlessly with Materio

Teddy Widom avatar
Written by Teddy Widom
Updated over a year ago

In order for Materio to sync to QuickBooks seamlessly, there are a few settings you should update QuickBooks-side. Our recommended settings will prevent QuickBooks from making unexpected changes to the information that Materio syncs over.

First, log in to your QuickBooks account.

Then, on your QuickBooks settings page, update the following settings:

  • Sales / Sales form content / Custom transaction numbers: Turn OFF

  • Advanced / Accounting / Close the books: Turn OFF (or set far in the past)

  • Advanced / Automation / Automatically apply credits: Turn OFF

  • Advanced / Automation / Automatically apply bill payments: Turn OFF

If you plan to sync Purchase Orders, update the following settings:

  • Expenses / Purchase orders / Use purchase orders: Turn ON

  • Expenses / Purchase orders / Custom transaction numbers: Turn OFF

Lastly, if you plan to collect sales tax through Materio invoices:

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