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                                                                    • keyboard_arrow_right Optional Modules
                                                                    • keyboard_arrow_right QuickBooks Connector
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                                                                    • keyboard_arrow_right Configuring the Connector

                                                                    QB Items

                                                                    QB Items Tab

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

                                                                    More importantly, it allows you to mark which Items 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 Items that you might add to a purchase order. Normally all firms will check Freight (or shipping if they use that term).

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