Q: How do I set the default QuickBooks Online Product and Service for our Invoices?
A: The Default QuickBooks Service can be set by going to your firm's Integration Settings for QuickBooks, then selecting the desired service from the drop down menu generated by your QuickBooks Products and Services List.
The service or identification of service on an invoice is dictated by what is selected in the Integration Settings for QuickBooks in LeanLaw. This will ensure that all of your invoices created in LeanLaw are mapped to the proper income account on the general ledger. It can also ensure proper sales tax on legal services, if required by the state (for example, HI, SD, NM, WV) the firm is practicing in.
1. Login and Navigate to Settings
In the top right corner, select the gear (⚙️) to navigate to Firm Settings.
2. Under Integrations, Select QuickBooks
On the left side of the screen, under Integrations, select QuickBooks.
3. Select the Default QuickBooks Service
A drop down menu with choice will be available when selecting the Default QuickBooks Services. The list of services are synced from QuickBooks, Products and Services Lists. If a particular service is not available it can be added in QuickBooks (see Adding a Service to Products and Services, below).
4. Save your changes
Finally, select Save Changes in the bottom right corner to complete setting the default QuickBooks Service in LeanLaw.
Adding a Service to Products and Services
If the service you are looking for is not present in the drop down menu, you will have to create the service in QuickBooks Online.
1. Login to QuickBooks Online
You will need access to your firm's QuickBooks Online account to complete these steps.
2. Under Settings, select Products and Services
Under Lists, select Products and services
3. Select New
From the Products and services page, click the green New button to create a new service.
4. Fill out required information
The Name will be populated in the list in LeanLaw. This will also direct which Income account transactions will be mapped through. If practicing in states that require sales tax, this can be established here.
5. Click Save and Close
Once all the information has been filled out, select Save and close
Note: Refresh LeanLaw to update the list of services available.