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Income defaults

Set default income service and payment accounts for customers.

Updated October 15, 2026

Income defaults control how invoices and payments post to QuickBooks: the service item used for invoice lines that are not catalog items, and the account payments deposit to. New customers inherit the income account and you can change it per customer.

  1. Click your avatar in the top right, choose Account Settings, then click QuickBooks.
  2. Click Defaults, then Income Defaults.
  1. Pick the income service item and the account payments deposit to. New customers and invoices use these unless you change them on the record.

Good to know

  • A customer can carry its own income account. Edit the customer to change it.
  • Payments post to the deposit account you choose here. Pick Undeposited Funds if your bookkeeper groups deposits in QuickBooks.
  • Defaults only apply to records created after you set them.

Income defaults FAQ

I do not see my account in the list.

Click Sync Now on the QuickBooks page to pull the latest chart of accounts, then come back.

Can I change a default later?

Yes. Existing records keep their accounts; new ones use the new default.