Default settings are the fundamental and customization configurations to initiate data synchronization with QuickBooks Online. These default settings include:
- Product Settings:
- Default QuickBooks Sales Account for New Products:
This setting manages the chart of accounts linked to Product Sales in QuickBooks Online, typically corresponding to your Sales or Sales of Product Income account.
- Default QuickBooks Inventory Asset Account for New Products:
This option determines the chart of accounts connected to Product Inventory in QuickBooks Online, commonly the Inventory Asset account.
- Default QuickBooks COGS/Expense Account for New Products:
This setting oversees the chart of accounts linked to Product-related Cost of Goods in QuickBooks Online, commonly the Cost of Goods Sold (COGS) account.
- Order Default Settings:
- Discount Account:
This configuration controls the chart of accounts associated with Order discounts in QuickBooks, usually the Discount or Discounts Given account.
- Default for Unmatched Product:
This Specifies the default product to be used for syncing orders when the products in the order are not found in QuickBooks Online (QBO).
- Default QuickBooks Shipping Product:
This setting defines the default product to be used for syncing orders when the shipping method in the order is not available in QuickBooks Online. This helps ensure that shipping charges are properly accounted for in QBO, even in the absence of a matching shipping method.
Sync WooCommerce Orders as:
This option is where you choose whether you’d like your WooCommerce orders to be synced to QuickBooks Online as Sales Receipts, Invoices, or Estimates. The default is Sales Receipts – or you can switch to sync orders as Invoices (and payments) – or as Estimates, based on your preferences.
- Per Role* – If selected will allow you to configure orders to sync in different transaction types based on the role of the user placing the order.
- Per Gateway* – If selected will allow you to configure which transaction type you wish to sync on a per-payment method level. After selecting, you would configure the transaction types for each gateway in MyWorks Sync > Map > Payment Methods > Show Advanced Options.
