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QuickBooks Income Defaults

Set default income service and payment accounts for customers.

QuickBooks Connect: Income Defaults

QuickBooks Online integration defaults ensure that every data block (customers, vendors, invoices, bills, catalog, etc.) has the data required by QuickBooks to sync properly. Without proper defaults, syncing errors can occur.

Note: After connecting your Werx and QuickBooks Online accounts and importing initial QuickBooks data, the first step should be to import your catalog items (Products & Services).

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

kb qb income

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