Overview
This guide explains how Lever360 assigns QuickBooks (QB) items to revenue automatically based on the job type. This ensures accurate accounting when syncing invoices and payments to QuickBooks.
Video Overview
Watch this video to see how default QuickBooks items are assigned to revenue based on job type and how they sync to invoices and payments.
How Default QB Revenue Items Work
Each Revenue in Lever360 can be linked to a QuickBooks Item
The selected QB item controls which revenue account is used in QuickBooks
Defaults are applied by Job Type
Defaults can be overridden on individual revenue lines if needed
What this does
By assigning a default QuickBooks item to each job type, Lever360 will automatically apply the correct QB item when revenue is created.
This helps ensure:
Invoices and payments hit the proper chart of accounts
Less manual correction during accounting review
Setting Default Revenue Items by Job Type
Step 1: Open the QuickBooks Connector
Go to Main Menu → Settings
Select Company Settings
Open the QuickBooks Connector
Step 2: Assign Default QB Items
Locate Set Default Revenue Items in the bottom-left section
Review the list of available Job Types
Use the dropdown next to each job type to select a QuickBooks Item
Items are pulled directly from QuickBooks
Click Save Changes
✅ The selected QB item is now the default for that job type.
Using Default QB Items on a Job
Open a Job
Navigate to the Billing tab
Click Add Revenue
When revenue is created:
The QB item auto-fills based on the job type
The item syncs when invoices and payments are pushed to QuickBooks
Additional Notes
Changing the QB Item on a Revenue Line
If a job includes multiple services:
You can manually change the QB Item on any revenue line
Example:
Job Type: Water
Additional service: Mold remediation
Update that revenue line’s QB item to your Mold item
Each revenue line will sync to its respective QuickBooks revenue account
Managing Job Types (Optional)
To update available job types:
Go to Settings → Company Settings
Open Job Loss Types
Add or remove job types as needed
Return to the QuickBooks Connector to assign default QB items
Key Takeaways
Default QB items are set by job type
Defaults automatically apply when creating revenue
QB items can be overridden per revenue line
Proper setup ensures clean QuickBooks syncing and reporting
Frequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ)
What happens if I don’t set a default QB item for a job type?
If no default is set, the QB item will not auto-fill when revenue is created, and you’ll need to select one manually before syncing.
Can I change the QB item after revenue is created?
Yes. You can edit the QB item on any individual revenue line before syncing invoices or payments to QuickBooks.
Do default QB items affect existing revenue?
No. Default QB items only apply to newly created revenue. Existing revenue lines will not be updated automatically.
What if a job includes multiple service types?
You can change the QB item on specific revenue lines so each service syncs to the correct revenue account in QuickBooks.
Where do the QB items in the dropdown come from?
The dropdown is populated from your connected QuickBooks account and reflects your active QuickBooks items.
Do invoices and payments both use the same QB item?
Yes. The QB item assigned to a revenue line controls how both invoices and payments sync to QuickBooks.
Related Help Docs
Related Help Docs
If you haven’t completed your QuickBooks setup yet, start with these guides:
Connecting Lever360 to QuickBooks
Learn how to connect your QuickBooks account and enable syncing with Lever360.QuickBooks: Setting Up QB Items
Understand how to create and manage QuickBooks items used for revenue syncing.QuickBooks: Invoices & Payments Syncing
See how invoices and payments flow from Lever360 to QuickBooks.
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/