QuickBooks Integration: Expense 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 vendor in the main customer section.

Set Income Defaults

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

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