Posting Time to QuickBooks

Separate Default Service Items for Time and Expenses when Posting Invoices

  

In the QuickBooks Integration Settings, you can select a different default service item for time and expenses. This article will walk you through the process.

  1. Click My Company...Integrations from your navigation bar.

  2. Click the QuickBooks Desktop icon.

  3. Click Manage.

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  4. Click on the Invoicing tab.


    This is where you want to be.

    If you have expenses on your invoice, you can choose a separate default service item to post to. However, if no default item is selected for expenses, it’ll default to the selected service item.

    Click on the red triangle next to the service item and/or expense item and a picklist will populate. Make your selection(s) and click Save.


    Note that the expense default will still be a service item, not an expense account.

Where to Go from Here:

Video Tutorial: Post Invoices to QuickBooks

Posting Expenses: Step by Step

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