Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home

  • Getting Started

    • Logging Into DesignSmart

      • Address Book

        • AI Tools

          • Client Deposits

            • Client Portal

              • Damaged Goods

                • DesignSmart Companion

                  • Executive Dashboard

                    • Expediting (Order Tracking)

                      • Finishes

                        • Freight

                          • Images

                            • Invoices

                              • Items

                                • Optional Modules

                                  • Overture

                                    • PaySmart

                                      • Personal Preferences

                                        • Pick Lists

                                          • Products

                                            • Projects

                                              • Proposals

                                                • Purchase Orders

                                                  • Reports

                                                    • Specifications

                                                      • System Settings

                                                        • Tasks

                                                          • Technical Support

                                                            • Templates

                                                              • Training

                                                                • Timesheets

                                                                  • Troubleshooting

                                                                    • Vendor Deposits

                                                                      • Home
                                                                      • keyboard_arrow_right Optional Modules
                                                                      • keyboard_arrow_right QuickBooks Connector
                                                                      • keyboard_arrow_right QuickBooks Online
                                                                      • keyboard_arrow_right Configuring the Connector for QBO

                                                                      QB Products

                                                                      QB Products Tab

                                                                      The QB Products tab shows all of the Products that have been pulled from QuickBooks.

                                                                      More importantly, it allows you to mark which Products might be added to a PO as an "Additional Charge". 

                                                                      For example, most firms will send a PO without a freight line, but once the vendor sends the invoice for the materials on the PO, they will need to add a freight charge. You will want to add this freight charge to the PO so that the PO amount and vendor bill match to the penny. 

                                                                      So, on this screen, check the box under Use for Additional Charges  for any Products that you might add to a purchase order. Normally all firms will check Freight (or shipping if they use that term).

                                                                      Was this article helpful?

                                                                      sentiment_satisfied

                                                                      Yes

                                                                       sentiment_dissatisfied

                                                                      No

                                                                      © 2025 DesignSmart All rights reserved.

                                                                      Knowledge Base Software powered by Helpjuice

                                                                      Expand