Once your QuickBooks Online account is connected to Hoops, you can configure a range of default accounting settings to control how invoices and purchase orders are created inside QuickBooks Online.
These settings help streamline your workflow and improve consistency when syncing accounting data between both platforms.
Access QuickBooks Online Settings
To configure your QuickBooks Online integration settings:
Go to Settings → Integrations, then click Settings on the QuickBooks tile
From here, you can configure the default accounting behavior for:
invoices
purchase orders
tax settings
Products and Services
revenue accounts
expense accounts
After making changes, click:
Save
Default Revenue Account
The Default Revenue Account controls the default account used when creating invoices in QuickBooks Online.
This dropdown only displays:
Balance Sheet type accounts
returned by the QuickBooks Online API.
Accounts categorized as:
Profit & Loss
Income
Revenue
may not appear directly in this dropdown depending on your QuickBooks configuration.
Important Note
If the account you want to use does not appear in this list, the recommended workflow is to:
Create a Product or Service inside QuickBooks Online
Assign the desired income account to that Product or Service
Use the Product or Service mapping workflow instead
This allows much more flexible chart of account mapping inside QuickBooks Online.
Learn more in:
Default Expense Account
The Default Expense Account controls the default expense account used when creating purchase orders or bills inside QuickBooks Online.
Like the Revenue Account setting, this dropdown only returns:
Balance Sheet type accounts
provided by the QuickBooks Online API.
If the required account does not appear, the recommended workflow is to use:
Products
Services
Product/Service account mapping
inside QuickBooks Online.
Default QuickBooks Revenue Tax
The Default QuickBooks Revenue Tax setting controls which tax rate is applied by default to invoice lines created from Hoops.
Hoops pulls available tax rates directly from your QuickBooks Online account.
To manage tax rates inside QuickBooks Online:
Go to:
Sales Tax → Overview → Add/Edit Tax Rates and Agencies
Once new tax rates are configured in QuickBooks Online, refreshing the settings page in Hoops will pull in the updated list.
Default QuickBooks Tax Free Revenue Tax
The Default QuickBooks Tax Free Revenue Tax setting controls the default tax configuration for tax-exempt invoice lines.
It is recommended to configure a dedicated:
Tax Free
Exempt
tax option inside QuickBooks Online.
This ensures that tax-free invoice lines sync correctly between Hoops and QuickBooks Online.
To configure tax-free rates in QuickBooks Online:
Go to:
Sales Tax → Overview → Add/Edit Tax Rates and Agencies
After creating the tax-free option, refresh the Hoops settings page to load the updated list.
Default Inventory Item for Invoices
The Default Inventory Item for Invoices setting allows you to choose a default QuickBooks Online Product or Service for invoice lines created from Hoops.
This setting is optional.
When configured:
the selected Product or Service automatically preloads during invoice creation
You can still override the Product / Service on individual invoice lines when creating the invoice.
This is useful for:
speeding up invoice workflows
standardizing reporting
controlling income account mapping
Default Inventory Item for Purchase Orders
The Default Inventory Item for Purchase Orders setting controls which QuickBooks Product or Service is assigned when purchase orders are sent from Hoops to QuickBooks Online.
Unlike invoice creation:
this default cannot currently be overridden during PO creation
Because of this, it is recommended to carefully choose a Product or Service that best matches your purchasing workflow.
Understanding Products and Services
QuickBooks Products and Services can be extremely powerful because they allow you to indirectly control:
revenue accounts
expense accounts
reporting categories
chart of accounts behavior
This allows significantly more advanced reporting and categorization inside QuickBooks Online.
Learn more in:
Important Recommendation
These settings directly affect:
accounting structure
tax handling
invoice categorization
purchase order workflows
reporting inside QuickBooks Online
Because of this, it is strongly recommended that you discuss any accounting configuration changes with your accountant or bookkeeper before implementing them.