Use a private note to make it clear where the estimate came from.

app/jobs/bill_line_items_job.rb

@@ -46,7 +46,9 @@ class BillLineItemsJob < ActiveJob::Base
     
     estimate = Quickbooks::Model::Estimate.new(customer_id: issue.customer.id)
     estimate_service = Quickbooks::Service::Estimate.new( company_id: qbo.realm_id,  access_token: access_token)
-    estimate.line_items << Quickbooks::Model::InvoiceLineItem.new(description: "#{I18n.t(:notice_added_from)}#{issue.id} #{issue.subject}", detail_type: 'DescriptionOnly' )
+    memo = "Added from: #{issue.tracker} ##{issue.id}: #{issue.subject}"
+    estimate.private_note = memo
+    estimate.line_items << Quickbooks::Model::InvoiceLineItem.new(description: memo, detail_type: 'DescriptionOnly' )
     
     unbilled_entries.each do |item|
       log "Creating Line Item for #{item.description}"

app/models/item.rb

@@ -18,29 +18,25 @@ class Item < QboBaseModel
 
   # Updates Both local & remote DB description
   def description=(s)
-    details
-    @details.description = s
+    details.description = s
     super
   end
 
   # Updates Both local & remote DB name 
   def name=(s)
-    details
-    @details.name = s
+    details.name = s
     super
   end
   
   # Updates Both local & remote DB sku
   def sku=(s)
-    details
-    @details.sku = s
+    details.sku = s
     super
   end
 
    # Updates Both local & remote DB price
   def unit_price=(s)
-    details
-    @details.unit_price = s
+    details.unit_price = s
     super
   end
 

app/services/item_service.rb

@@ -28,12 +28,7 @@ class ItemService < ServiceBase
 
   def default_income_account
     log "Looking up sales income account"
-    qbo = QboConnectionService.current!
-    qbo.perform_authenticated_request do |token|
-      service = Quickbooks::Service::Account.new(
-        company_id: qbo.realm_id,
-        access_token: token
-      )
+    QboConnectionService.with_qbo_service(entity: Invoice) do |service|
       service.query("SELECT * FROM Account WHERE AccountType='Income' AND Name LIKE '%Sales%'").first
     end
   end

init.rb

@@ -22,7 +22,7 @@ Redmine::Plugin.register :redmine_qbo_lineitems do
 
   # Ensure redmine_qbo is installed
   begin
-    requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.3.7'
+    requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.3.9'
   rescue Redmine::PluginNotFound
     raise 'Please install the redmine_qbo plugin (https://github.com/rickbarrette/redmine_qbo)'
   end

lib/redmine_qbo_line_items/hooks/qbo_hook_listener.rb

@@ -21,8 +21,8 @@ module RedmineQboLineItems
 
       # Called by the QboSyncDispatcher
       def qbo_full_sync (context={})
-        log "Adding ItemSyncJob to QBO sync dispatcher"
-        return ItemSyncJob
+        log "Adding Item to QBO sync dispatcher"
+        return Item
       end
 
       private