Step 2 - Configuring Invoice Options

This step allows you to configure your invoice and default integration options. For example, whether rounding should be used on timesheet entries (e.g. round up to the nearest 15 minutes), handling of 0 entries, sales tax settings against the Time and Cost entries and the default reference on QuickBooks invoices.

1. Go to the General settings section at the bottom of the QuickBooks Online page:



2. Select from the options described below:

Field	Details
Round timesheet costs	Choose from Automatically, Down or Up
Round precision	Choose from: Minute - high precision Minute - 2 decimal points 10 Minutes 15 Minutes Half Hour Hour
Make time that would round to zero	For a time entry that is rounded to zero, the following options are available: One billable time unit Free - the time entry will not be billed
Apply sales tax to time entries	These tax options must first be set up in QuickBooks Online. They are then brought into Service Desk.
Apply sales tax to cost items	These tax options must first be set up in QuickBooks Online. They are then brought into Service Desk.
Use this item ref for time entries	These options must first be set up in QuickBooks Online settings as Products and Services items. They are then brought into Service Desk and will be displayed here. These item refs are also available: When creating rates in rate cards - In the Sales Ref column (see Rate Cards and Billing. When adding a time entry - From the Line item dropdown (see Adding a Time Entry to a Ticket. When generating invoices - In the Set customer defaults dialog accessed from the Create invoices page (see Creating Invoices.
Use this item ref for cost/sales entries	These options must first be set up in QuickBooks Online settings as Products and Services items. They are then brought into Service Desk and will be displayed here. See above for more info.

3. Click Save to save your settings.
4. Now go on to Step 3 - Managing Export and Invoice Creation.