Go to the TrueRev dashboard and click the Settings icon.

Navigate to the Invoices setting.

Assign TrueRev custom fields to QuickBooks Invoice custom fields to automatically prefill invoice fields from contracts. The details are found in the Invoice Custom Fields section.

In the Invoice Settings section, enter the default email address in the “Default Invoice CC” and “Default Invoice BCC” boxes where the invoice will be sent. Separate multiple email addresses with commas. If this is also set in QBO Preferences, it will override those settings.

Toggle the "Use Invoice # Prefix" button to prepend the specified prefix to the invoice number when creating invoices in QuickBooks.

Manually enter the desired Invoice # Prefix in the provided box.

Toggle the “Allow ACH Payments” or “Allow Credit Card Payments” buttons to enable customers to pay invoices via ACH or credit card. They can do this by clicking the “Pay Now” button in the invoice email.

Click Save to finalize the invoice setting.