Sync services with QuickBooks

The default service income account is set during QuickBooks integration setup . This article covers how to sync services manually, fix income-account mismatches on synced transactions, and review service sync statuses.

How service sync works

Service sync sends TaxDome service data — service name, rate, quantity and category — to QuickBooks so invoice line items match across both systems.

Which QuickBooks account an invoice posts to depends on how the service was created:

• Services created in TaxDome after the integration was connected sync to the QuickBooks account you select in Service income account. The default destination is Uncategorized Income; if that account doesn’t exist in your QuickBooks, line items sync to Sales instead.
• Services copied from QuickBooks keep their original QuickBooks income account, configured in Products & Services > [Service name] > Edit > Income account.
• Services created in TaxDome before the integration was connected sync to the Service income account default once the connection is established.

Sync services manually

You can manually sync services with Not synced, Failed or Skipped status.

1. Go to Settings > Services from the left menu bar and select the Active subtab.
2. Click the three dots to the right of the service.
3. Select Sync service to QuickBooks.

Change income account for synced transactions

If your service items in QuickBooks Online are linked to the wrong income account, you can correct the existing synced invoices in QuickBooks and update the income account in TaxDome to ensure future invoices sync to the right account.

To update existing transactions in QuickBooks Online:

1. Log in to QuickBooks Online.
2. Go to Sales & Get Paid > Products and services.
3. Find the service item and select Edit.
4. Select the new account from the Income account dropdown. Check Also update this account in historical transactions.
5. Select Save and close.

You may also want to update the income account for future invoices in TaxDome.

See service sync statuses

To check the sync status of your services, go to Billing > Services from the left menu bar. The QuickBooks column shows the sync status.

Reference: Service sync statuses

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