Integrations
QuickBooks Accounting Setup: Accounts and Service Items
Tell CleanTrack360 where to book revenue, expenses and payments in your file.
Before anything is written to your books, CleanTrack360 needs to know which accounts and items to use. Without this setup, sending a document answers "Finish the QuickBooks setup in Settings first".
Open the setup card
Once connected, Settings > Integrations shows an Accounting setup card that reads your chart of accounts from QuickBooks.
Choose the accounts
Pick the three accounts CleanTrack360 books against.
| Field | Required | Description |
|---|---|---|
| Income account | ✅ Yes | Where cleaning revenue from invoices and estimates is booked. e.g. "Services income" |
| Expense account | ✅ Yes | Where supply purchases are expensed. e.g. "Cleaning supplies" |
| Payment account | ✅ Yes | Bank or card that pays for supplies bought without a supplier bill. e.g. "Business checking" |
| Invoices due in (days) | Optional | Default payment terms when a location sets none. e.g. "30" |
Map service items
Every line on an estimate or invoice is booked under a QuickBooks service item. Leave the Default item on "Create Cleaning services automatically" to have one created under your income account on first use, or pick an existing item. Each of your company services can be mapped to its own item, and Hours (time activities) has its own mapping too.
Save
Click Save setup. From now on invoices, estimates, bills and hours are written with these accounts and items.