How do I map QuickBooks accounts, terms, and the default memo?

How do I map QuickBooks accounts, terms, and the default memo?

How do I map QuickBooks accounts, terms, and the default memo?

Once QuickBooks Online is connected, the QuickBooks Online card in Invoicing Settings shows a QuickBooks Defaults form. These IDs tell QuickBooks which accounts and terms to use when HangarOS creates an invoice. The form's own note: These IDs map invoices to your QuickBooks chart of accounts. Find them in QuickBooks under Accounting → Chart of Accounts. You need settings:manage.

Fields

Field Notes
Income Account ID The QuickBooks account ID flight revenue posts to (placeholder e.g. 79). Required for the first flight invoice to succeed.
Income Account Name Display name, e.g. Flight Revenue.
Payment / Bank Account ID Bank/deposit account ID (placeholder e.g. 35).
Payment / Bank Account Name e.g. Operating Checking.
Default Terms ID QuickBooks terms ID (placeholder e.g. 3).
Terms Name e.g. Net 7.
Default Due Days Number, 1 to 90. Save is blocked otherwise with Default Due Days must be between 1 and 90.
Default Memo Up to 500 characters; a N/500 characters counter is shown. Over 500 is blocked with Memo cannot exceed 500 characters.

Save

Select Save QuickBooks Settings. On success you get QuickBooks settings saved.

Connection health shown on this card

  • The card subtitle shows the connected QuickBooks company name or realm ID.
  • Connected Account shows the company name, realm ID, and country.
  • A refresh-token badge counts down the days until the token expires (Nd, Nd left, Nd • reconnect, or Reconnect soon). Reconnect before it reaches zero. See [[invoicing-troubleshooting-quickbooks-connection]].
  • Any connection_error from QuickBooks is surfaced in a red panel.

Notes

  • The income account is the field most likely to block invoicing if left blank — the setup checklist calls it out. See [[invoicing-setup-checklist]].
  • This card is where you Connect, Test Connection, and Disconnect QuickBooks. See [[invoicing-connect-quickbooks]].

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