QuickBooks Connect: Catalog Defaults

QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online.

Note:
After you have connected your Werx and QuickBooks Online accounts and imported the initial QB data, the first thing you’ll want to do is import your catalog items (Products & Services).

Catalog Account Defaults will automatically be applied to new Product and Service items when created in the main catalog section. These accounts CAN be changed while creating/editing catalog items.

Set Catalog Default Accounts

• In the accounts settings section ,select QuickBooks in the left navigation.
• Click Defaults>Catalog Defaults in the top tabs of QuickBooks screen.
• Select default Income and Expense accounts from the dropdown fields.

Once there are some Products and Services in your Werx Catalog, you can edit their individual account settings on this screen or in the main catalog section.