Accounting

General Settings for Quickbooks

There are numerous QuickBooks features you can under General Settings and they are as follows:

  • Assign Invoice ID as QBO Doc Number. 
  • Auto Assign Tax Rate to Contracts 
  • Manual Push Disabled Two Way Sync. When this features is enabled you are on a one way push to QBO. Only send invoices to QBO and not sync edits made in QBO or sync payments. 
  • Number Prefix. This will append the prefix before the auto-number or the invoices number when creating the invoice in QBO. Ideal for preventing duplicate numbers.  
  • QuickBooks ACH Payment. Set invoice pushed to QBO to have ACH Payments enabled. 
  • Quickbooks Online Credit Card Payment Set invoice pushed to QBO to have Credit Card Payments enabled. 
  • QuickBooks Online Payment. Set invoice pushed to QBO to have QBO payments enabled. 

Watch this video to learn how to access the Quickbooks features under General Settings: