What This Covers
Why QB Items (QuickBooks Products/Services) matter.
How to set QB Items at the revenue level in Lever360.
How QB Items flow to invoices, payments, and credit memos.
How to manage your QuickBooks Product/Service List.
🎥 QuickBooks Revenue Item Setup & Apply in Lever360
See how revenue items connect to QuickBooks and how to manage your QuickBooks Product/Service List.
How Lever360 Uses QuickBooks Items
In Lever360, your QB Items (also called Products/Services in QuickBooks) drive how revenue syncs to QuickBooks.
👉 Critical: You must set the QB Item on each individual revenue item in Lever360. This selection controls how your financial data posts to QuickBooks.
Once set, the QB Item carries through the entire financial chain when pushed to QuickBooks:
✅ Invoice
✅ Payment
✅ Credit Memo
Each record generated in QuickBooks uses the QB Item selected on the original revenue, ensuring revenue maps correctly to your QuickBooks Chart of Accounts.
How to Set QB Items in Lever360
When creating or editing Revenue, select the correct QuickBooks Item (Product/Service) for each revenue line.
This QB Item selection:
Links your revenue to the appropriate income account in QuickBooks.
Controls how invoices, payments, and credit memos sync and post in QuickBooks.
Important: The QB Item must be set for each individual revenue item. This should not be skipped if integrating with QB.
How to Manage Your Product/Service List in QuickBooks
To update the QB Items available in Lever360, manage your Products/Services directly in QuickBooks:
Log in to QuickBooks.
Go to ⚙️ Settings > Products and Services List
Here, you can:
Add New Items:
Create service or product entries (example: Water, Fire). Be sure to link each to an Income Account.Edit Existing Items:
Update item names, categories, or linked income accounts as needed.Deactivate Items:
Mark old or unused items as Inactive to simplify your selection list in Lever360. (Inactive items won’t sync.)
💡 Tip: Keep your QuickBooks list simple and organized by high-level service categories to avoid clutter. Work with your accountant to ensure proper Chart of Accounts linkage.
Why This Matters
Ensures accurate syncing of revenue, invoices, payments, and credit memos to QuickBooks.
Drives clean financial reporting tied directly to your Chart of Accounts.
Allows ongoing control—edit your QuickBooks Product/Service List anytime, as Lever360 pulls directly from it.
Sample QuickBooks Items to Keep It Simple
Water
Mold
Fire
Recon
EMG
Pack-Out
Contents Cleaning
General Cleaning
Duct Cleaning
Bio
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/