Introduction
This feature allows you to specify a QuickBooks Online (QBO) account name for an inventory item. When the item syncs, the Income Account Type in QBO is overwritten with the provided account name.
Prerequisites
- Inventory items must already be set up in the software.
- The account name entered must exactly match an existing QBO account otherwise it will create it.
- Previous leads will not be retroactively updated.
Step-by-Step Instructions
1. **Navigate to Inventory Item Settings:**
- Log into your the back-end.
- Go to your inventory items and select the item to modify.
2. **Locate Advanced Settings:**
- Open the advanced settings section for the chosen inventory item.
3. **Enter QBO Account Name:**
- In the provided input field labeled “QBO Account Name,” type the exact name of the desired income account from QBO.
- Subaccounts can be separated with a colon :
4. **Save Changes:**
- Click the save button to update the settings.
5. **Sync with QBO:**
- Allow the next scheduled sync for the update to overwrite the Income Account in QBO with the provided account name.
Feature Options & Parameters
- **QBO Account Name Field:** When filled, this field forces the Income Account Type in QBO to match the entered account name during the next sync.
- **Exact Match Required:** The account name must exactly match the account in QBO; otherwise, the sync may fail to update correctly.
- **One-Way Update:** The change only affects future syncs; previous leads and items remain unchanged.
Troubleshooting & FAQs
- **Issue:** QBO account name update not reflected after sync.
**Solution:** Verify that the name in the QBO Account Name field exactly matches an existing QBO account. Wait for the next sync interval.
- **Issue:** Incorrect account remains on QBO.
**Solution:** You'd have to manually delete the old account in QBO.
- **FAQ:** Does this update affect previously synced leads?
**Answer:** No, previous leads remain unchanged. Only future syncs will use the updated account name.
Related Links
- Quickbooks Online Integration First Time Steps: https://rental.software/support/knowledge-base/art...
- Quickbooks Desktop Integration Setup Instructions: https://rental.software/support/knowledge-base/art...