- Set your default accounts receivable. This should be the A/R account found in QuickBooks.
- Set a default income service. If there is a miscommunication in the name of a service, the service will be defaulted to be called whatever you set (in the above example, Construction Services).
- Set a default payment account.
- If you would like to change any of the above defaults for a particular client, you can do so by making the next changes in the row corresponding to the client name.
- Change the default income service for a particular client.
- Set a specific tax code for a particular client.
- Set a different payment account for a particular client.
