QuickBooks Integration: Project 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 Project Defaults

In the accounts settings section ,select QuickBooks in the left navigation.

1. Click Defaults>Project Defaults in the top tabs of QuickBooks screen.
2. Set defaults for the following:
   • Service for Time: This is the default service* that tracked time will go to.
   • Service for Deposits:?*
   • Account for Retainage: Income account that retainage invoices are applied too.

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

If you are using Classes in QuickBooks online, you can also set default classes for Contract Projects and Time & Material Projects.

Once there are some projects set up in Werx, you can edit their individual Class and Location settings.