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Setup and Default Settings
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Setup and Default Settings
In this latest version of the QuickBooks Online integration, a new Setup > Options page was introduced to address some
business differences between and QuickBooks Online.
1 Navigate to Finance Module, then select QuickBooks > Setup.
2 Select the Options tab and start filling your default settings.
The next drop downs are populated from QuickBooks Online data:
• The Service Items Accounts section - to handle missing Income/Expense chart of accounts for services and non
inventory products .
• The Inventory Items Accounts section- to handle missing in Income/Expense/Asset chart of accounts for inventory
products .
• The Tax Codes Defaults section- to handle missing taxable and non taxable taxes; this is specifically for US users.
Invoice Defaults section
This section is specific for invoicing settings.
• QB Invoice Numbers - this option specifies whether to use Invoice Numbers, Ids, or QuickBooks invoice numbers.
• Invoice Due Date - this option specifies the default due date for invoices.
• PO Number Custom Field Name and Order- this option matches with the custom field added in QuickBooks
company settings.
• PO Number QuickBooks Custom Field Name and Order- this option to decide adding the PO number or not.
BMS-QuickBooks Online Integration
Release 4.0.28 | December 2019