You can edit default expense account and default income account in your integration settings (only for QuickBooks users).
Contents:
Setting default income and expense accounts for all of Projul
Setting default income and expense account for a specific line item
Setting default income and expense accounts for all of Projul:
To set a default income and expense:
- Click on the initials in the bottom left corner of the screen
- Click "Settings"
- Open the Settings dropdown menu
- Click Integrations in the dropdown menu
Then, scroll down and:
- Use the dropdown list to select the cost default income account
- Use the dropdown list to select the cost default expense account
- Save the new integration settings
Note: The income and expense accounts displayed in the dropdown lists were pulled directly from the QuickBooks chart of accounts.
Setting default income and expense account for a specific cost line:
Default income and expense accounts can also be set for a specific cost line. Projul will use the account defaults for cost lines that do not have their own accounts specifically set, but will use the line item default if it has one assigned. That can be done in the cost templates page.
To set a default income and expense account for a cost line item:
- Click on the initials in the bottom left corner of the screen
- Click Templates in the menu
- Click "Manage cost templates" in the sidebar
To open the cost line editor, navigate to the cost line item that you would like to add default income and expense accounts to and click the blue "edit pencil" to the right of that line item.
In the cost line editor popup, scroll down to the bottom to the "Default Income Account" and "Default Expense Account" fields. Used the dropdown lists to select the income and expense accounts to sync this cost to in QuickBooks. Click Save & close to accept the changes.
Questions? Let's Chat.
support@projul.com
(844) 776-5853