QuickBooks Connect: Income 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).

Income Defaults will automatically be applied to new Customers created in Werx. These settings CAN be changed when creating/editing a customer in the main customer section.

Set Income Defaults

1. In the accounts settings section ,select QuickBooks in the left navigation.
2. Click Defaults>Income Defaults in the top tabs of QuickBooks screen.
3. Select default Income Service* and Expense Accounts from the dropdown fields.

*You must first have some services already in your Werx Catalog.

Once there are some customer set up, you can edit their individual default settings on this screen or in the main customer editing section.