Once QBO is connected, each client carries QBO-related fields, visible on the client profile and editable on the client form:
- QBO Sync? (Yes/No) — whether changes to this client push to QBO. Locked at Yes when the configuration is “Automatically sync the client into QBO”. On the profile, a link icon (Linked with QBO) appears next to it when the client is linked to a QBO customer.
- QBO Department (Location) — shown only when Enable QBO departments (locations) is on; the list comes from QBO. Invoices for this client are booked under that Location in QBO.
- QBO Tax Code (Jurisdiction) — the QBO tax code applied to this client’s invoices. The list is read live from QBO. Selecting a code copies its rates into the client’s Tax 1 / Tax 2 and shows them under the field (e.g. Tax 1: 6% | Tax 2: 1%); Sync Tax Rates (see 4.3) keeps those rates current later.