In this article:
QuickBooks Settings Page Navigation
Navigate to:
Setup > Account Settings
On the left side menu, click Quickbooks
When finished configuring QuickBooks Settings, click Update Settings.
Edit QuickBooks Settings Page
General Ledger Settings
General Ledger Settings
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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.
If using QuickBooks Desktop, you will need to be sure there is an available A/R account to use. |
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.
QBO Account Type Bank populates in this dropdown |
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.
In some intances, your QuickBooks account will have this Account Type named Payments to deposit. If payments are not syncing, check to ensure this is setup correctly. |
Deposit Item | Select an item to be used when syncing deposits to QuickBooks.
The income account on this item needs to be an Account Type Other Current Liabilities. |
Prepay Item | Select an item to be used when syncing prepayments to QuickBooks.
The income account on this item needs to be an Account Type Other Current Liabilities. |
Sync Preferences
Sync Preferences
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Sync Preferences
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Invoice Lead Days | For fixed recurring invoices, how many days prior to the invoice date should they sync to QuickBooks? Enter number of days.
This also impacts CMB generation. |
Auto-sync invoices and payments to QuickBooks | Default Setting for Invoice syncing is when the tassociated Visit is Approved.
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. (Legacy Prepay ONLY) |
Connect QuickBooks Online / QuickBooks Desktop
Connect QuickBooks Online | Used when Setting up SingleOps and QuickBooks Online integration. |
Manage QuickBooks Desktop | Used when Setting up SingleOps and QuickBooks Desktop integration. |