QuickBooks Alert: Setting the QuickBooks Defaults

When initially connecting QuickBooks and Knowify, you may see this alert on your home screen:

As well as the accountant section:

This is not an error as much as it is just a warning that one or more of your main company defaults for mapping transactions to QuickBooks is not set. Our video tutorial walks through more information about setting the initial account mapping - Initial account mapping setup | QuickBooks Online integration - YouTube

You may also see this alert after having already completed the initial mapping. This can happen if a change is made to your chart of accounts in QuickBooks. Think of this less as an error and more as an alert to have you confirm your defaults are still set correctly. In these cases, you can click this alert and simply confirm that the already set accounts are still correct to remove the alert from the dashboard.

You can find more information on the more detailed income, catalog, and expense defaults after the initial mapping below:

Setting up Income Defaults

Setting up Catalog Defaults

Setting up Expenses Defaults