This feature is available on all Goodshuffle Pro Plans.
Do you need to track your revenue broken out by furniture, AV, or linen, and/or by Sales Office?
You (or your Account Owners/Admins) can control which revenue accounts are created by Goodshuffle Pro from your Integrations settings.
Default Settings
If you choose to break your inventory down by neither Sales office or Item Sub-Category, you will see your Invoices with Revenue Accounts listed like this:
Note: By default, the three Revenue Accounts that are created are Product Sales, Product Rentals, and Services.
Product Rentals: Any Product or Package added to an order with a Daily, Hourly, or Flat Fee price
Product Sales: Any Product or Package added to an order with a Purchase Price
Services: Any Services (Labor, Damage Waiver, Delivery, etc)
Optional Revenue Categories
If you choose to break your inventory down by Item Sub-Category you will see your Invoices with Revenue Accounts listed like this:
If you choose to break your inventory down by both Sales Office and Item Sub-Category, you will see your Invoices with Revenue Accounts listed like this:
You can see a full list of these accounts in your Chart of Accounts.
Custom Items will be under Product Rentals - Uncategorized Income
Why did a line post to Product Rentals - Uncategorized Income?
Custom Items don't have a sub-category, so they post to Product Rentals - Uncategorized Income when the Item Sub-Category breakdown is on. To send that revenue to a sub-category account, add the item to your inventory catalog with a sub-category and use the catalog item on future projects instead of a Custom Item.
How does the sync choose a revenue account?
The sync looks at the line type first. Products and Packages priced Daily, Hourly or Flat Fee post to Product Rentals, and those with a Purchase Price post to Product Sales. All Services, including Labor, Delivery and Damage Waiver, post to the single Services account and can't be split by type. With Item Sub-Category breakdown on, rentals and sales split further by sub-category, and by Sales Office if that option is also on. There is no account setting on an individual item or sub-category, and revenue accounts can't be remapped inside Goodshuffle Pro.
Can I rename these items in QuickBooks Online?
The sync matches QuickBooks Online items by name. If an item name in QuickBooks Online no longer matches Goodshuffle Pro, the sync fails with an "Item not found" error until the names match again. Making a Goodshuffle Pro revenue account a sub-account of your own parent account is supported and rolls that revenue into the parent.
With these accounts, you can have even more control over how your revenue is reported in QuickBooks Online by using 'Sub Accounts'. For example, if you have an umbrella revenue account for Furniture, you can make Product Rentals - Seating & Chairs a sub-account of Furniture. Learn more!
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