During the QuickBooks Desktop and Work integration set up the process, Admins are asked to select an Income Account.
Which one should you choose?
The account you select will be the Income Account that new Items created in Work will be allocated to. This means if you create a brand new Item in Work and add it to an Invoice, the new Item will automatically be created in the Income Account you selected in this step.
What if I already have my items created in QuickBooks?
There will be no impact on the Items that you have already created in QuickBooks. When you use any of the existing Items you have in a Work invoice, these items will be allocated to the income account that they originally belong to in QuickBooks, and you will see this information on your P&L reports as well.
When Admins select the drop-down menu, a list of all Income Accounts in QuickBooks will be displayed. Admins can select the Income Account that new Items created in Work will be associated with.
Admins can create new Income Accounts in QuickBooks Desktop >> List >> Chart of Accounts to be picked up on the Sync App drop-down menu.
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