QuickBooks Desktop Sync Settings

This article refers to the newest version of QuickBooks Desktop Sync, released to some customers starting April 2018. 

1. This option is enabled by default and will enable a 2-way sync of Clients/Customers between Work and QuickBooks Desktop. 
2. Select this option to allow default information to be applied to a Customer record if a state/country is missing in QuickBooks Desktop. 
3. Select this option to enable a 2-way sync of Sites/Jobs between Work and QuickBooks Desktop during onboarding. 
4. Select this option to allow the sync to use the default Client information to be applied to a Job record if missing in QuickBooks. 
5. Select this option to sync Invoices created in Work to QuickBooks Desktop 
6. Select preferred income account in QuickBooks Desktop to associate with newly created items that are added to Invoices in Work. 
7. Select this option if you would like to send Tax Rate information to a chosen vendor in QuickBooks Desktop. 
8. Select this option to continue to sync Work Client Site information from the invoice to QuickBooks Jobs. 
9. Select this option to sync Work Job Descriptions from the Invoice to QuickBooks Desktop Customer Message Field. 
10. Select this option to sync Payments from Work to QuickBooks Desktop.