Settings
The Settings page stores the QuickBooks accounts used by the integration for key accounting categories. Use it to choose the correct accounts for AP accrual, inventory adjustments, WIP, and finished goods.
Navigation
Go to Administration > QuickBooks > Setting.
Accounts on the page
The page includes dropdowns for these QuickBooks account categories:
- AP Accrual / GRNI Account
- Inventory Adjustment Expense
- Inventory Adjustment Gain
- Work In Progress (WIP) Account
- Finished Goods / COGS Account
How to update settings
- Open the Settings page
Navigate to the QuickBooks Settings screen.
- Choose each account
Use the searchable dropdowns to select the correct QuickBooks account for each category.
- Save Settings
Click Save Settings to store your selections.
- Confirm the save
Look for the save confirmation message after the page updates.
Synchronize Account Choices
For QuickBooks Online, use Sync QB Accounts when the button is available to refresh account choices. For Desktop, run Web Connector so account choices are synchronized before assigning them. Save the selected accounts, then return to Connect to review setup status.