Using the Hoops to QuickBooks Online integration, you can expand your reporting capabilities by assigning QuickBooks Products and Services to invoice lines created from Hoops.
This allows you to create more granular reporting within QuickBooks Online and gives you greater visibility into:
product revenue
service revenue
decoration revenue
apparel sales
freight
setup charges
and other income categories
Using Products and Services When Creating Invoices
Once your QuickBooks Online account is connected to Hoops, create or edit an invoice by choosing Actions → Create/Edit Invoice from SalesBoard or JobBoard.
Within the invoice screen, you will see a Product / Service dropdown field on each invoice line.
This dropdown displays the Products and Services configured within your QuickBooks Online account.
You can assign different invoice lines to different QuickBooks Products and Services to improve your reporting and accounting structure.
Example: More Granular Reporting
For example, an invoice may contain:
T-shirts
Screen printing
Freight
You could assign:
apparel lines to an Apparel product/service
print lines to a Printing product/service
freight charges to a Freight service
This creates much richer reporting inside QuickBooks Online and allows you to better understand:
what products generate the most revenue
how much income comes from decoration services
revenue by category
profitability by service type
Important: Product and Service List Size
The Product / Service field in Hoops is a scrolling dropdown list.
It is not currently a search-and-select autocomplete field.
Because of this, it is recommended that your QuickBooks Online Products and Services list remains reasonably organized and manageable.
If you have used QuickBooks Online for many years before connecting Hoops, you may already have:
old products
unused services
outdated inventory items
duplicate entries
Cleaning up older Products and Services can make invoice creation significantly easier and faster inside Hoops.
💡 Pro Tip:
Use Default Income Accounts in QuickBooks
One of the most powerful workflows is combining:
Products and Services
with default income accounts inside QuickBooks Online
Inside QuickBooks Online, each Product or Service can be linked to a default income account.
This creates a flow-on effect where:
the Product or Service controls the income account
Hoops pulls that Product or Service into the integration
invoice lines automatically categorize revenue correctly inside QuickBooks
This allows much more advanced reporting without requiring manual account selection on every invoice.
How Products and Services Control Income Accounts
Inside QuickBooks Online, each Product or Service can be linked to a specific:
income account
expense account
inventory account
This means the Product / Service selected on an invoice line can indirectly control which account the revenue is assigned to inside QuickBooks Online.
For example:
Product / Service | Income Account |
Apparel | Sales - Apparel |
Screen Printing | Sales - Screen Printing |
Freight | Freight Revenue |
When these Products and Services are selected during invoice creation in Hoops, the revenue will flow into the linked income accounts inside QuickBooks Online automatically.
This creates much more advanced reporting possibilities without requiring users to manually select chart of account codes on every invoice.
Important Note About Default Revenue and Expense Accounts
Inside the Hoops QuickBooks Online integration settings, the:
Default Revenue Account
Default Expense Account
lists only display Balance Sheet type accounts returned by QuickBooks Online.
If you need invoice or purchase order lines to map into other account types, the recommended workflow is to:
create a Product or Service inside QuickBooks Online
assign the desired income or expense account to that Product or Service
use that Product or Service within Hoops invoices or purchase orders
This indirectly allows much more flexible account mapping while still working within QuickBooks Online API limitations.
Example Workflow
Inside QuickBooks Online
Create Products and Services such as:
Apparel
Screen Printing
Embroidery
Freight
Assign each one to the appropriate income account.
Inside Hoops
Assign the relevant Product / Service to each invoice line.
When the invoice syncs to QuickBooks Online, the revenue flows into the correct income account automatically.
Itemized Pricing vs Rolled-Up Pricing
Your pricing structure inside Hoops directly impacts the level of reporting detail available in QuickBooks Online.
Itemized Pricing
With itemized pricing:
products
decorations
additional charges
all appear as separate invoice lines.
This provides much more detailed reporting possibilities.
Example
Line Item | Value |
T-Shirt | $10 |
Screen Print | $2 |
Freight | $1 |
Each line can use a different Product / Service.
Rolled-Up Pricing
With rolled-up pricing, multiple costs are combined into a single line item.
Example
Line Item | Value |
Printed T-Shirt | $12 |
This creates a cleaner customer-facing invoice experience, but reduces reporting granularity inside QuickBooks Online.
Many businesses prefer rolled-up pricing for customer simplicity while others prioritize more detailed accounting and reporting.
Learn more about how pricing modes affect Invoices.
Setting a Default Product or Service
You can configure a default Product / Service inside the QuickBooks Online integration settings.
Go to:
Settings → Integrations → QuickBooks Online Settings
Locate:
Default Inventory Item for Invoices
This allows a default Product / Service to preload automatically when creating invoices.
You can still override individual invoice lines whenever needed.
This can significantly speed up invoice creation while still allowing flexible reporting setups.
Important Recommendation
Because these workflows directly impact:
accounting structure
income categorization
reporting
chart of accounts behavior
it is strongly recommended that you discuss any reporting or accounting structure changes with your accountant or bookkeeper before implementing them.