Step 2 - Configuring QuickBooks Desktop

1. After completing the integration of QuickBooks Desktop, login to your Service Desk installation and go to Settings - Integrations - QuickBooks - QuickBooks Desktop and click on Settings.



2. The QuickBooks Desktop settings page is displayed:



This page contains the following:

• In the Invoice creation section, the customer name and address is displayed.
• In the Remove QuickBooks section, you can disconnect this QuickBooks integration (and set up integration with another QuickBooks account if desired).
• In the General settings section, you can set up the following invoicing options.

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.

If QuickBooks Desktop is not open during this configuration, the final 4 dropdowns described above will be blank.
3. Select your preferred options and click Save.