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:
    3. 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.
    • When adding a time entry - From the Line item dropdown.
    • When generating invoices - In the Set customer defaults dialog accessed from the Create invoices page.
    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.