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QuickBooks Online Configuration

Required Permission
Company Setup - You must have the Company Setup permission to access this setting.

After connecting QuickBooks Online, configure your default mappings in the QuickBooks Defaults section.

Accessing Configuration​

  1. Go to Settings > Integrations
  2. Click Configure next to QuickBooks Online
  3. Scroll to the QuickBooks Defaults section

Configuration Options​

SettingDescription
Invoice Cost CodeThe QuickBooks "Products & Services" item used for invoice line items
Default Payment AccountThe Bank or Credit Card account for field receipt purchases

Invoice Cost Code​

Select which QuickBooks Online "Products & Services" item to use for invoice line items. This maps Readybuild invoice items to the appropriate service/product in QuickBooks.

To configure:

  1. Click the Invoice Cost Code dropdown
  2. Select the appropriate QuickBooks Products & Services item
  3. Click Save
tip

Create a dedicated "Readybuild Invoice" item in QuickBooks if you want to easily identify items synced from Readybuild.

Default Payment Account​

Select the default Bank or Credit Card account to use for field receipt purchases (Field Expenses). This determines where expenses are recorded in QuickBooks.

To configure:

  1. Click the Default Payment Account dropdown
  2. Select the appropriate Bank or Credit Card account
  3. Click Save
Account Types

The dropdown only displays accounts of type Bank or Credit Card. Other account types will not appear in this list.

Saving Changes​

Each setting saves independently when you select a value from the dropdown. No separate save button is required.

Next Steps​