Address Book
Address Book Detail View
When you send an invoice from DesignSmart to QuickBooks, if the client or the project is not in QuickBooks, then DesignSmart will add the client and the project to QuickBooks and push in the invoice.
Likewise, when you send a purchase order from DesignSmart to QuickBooks, if the vendor is not already in QuickBooks, then DesignSmart will add the vendor to QuickBooks and push in the purchase order.
However, on the Address Book Detail View you can do the following QuickBooks actions.
If the Contact is already linked to a client or vendor in QuickBooks
The green and white QB icon below indicates the client is already linked to a client in QuickBooks.
If your computer is connected to QuickBooks, as indicated with the green QB icon, then you will see 2 Connector buttons:
| Pull contact info from QBooks | Use this button if the client or vendor is already in QuickBooks and if the QuickBooks record has more accurate contact info for this client or vendor |
| Push Contact Info to QBooks |
Use this button to push the client or vendor details currently in DesignSmart to QuickBooks. Most firms will update contact information in DesignSmart and click this button to update QuickBooks. |
If the Contact is not linked to a client or vendor in QuickBooks
If you do not see the green and white QB icon and your computer is connected to QuickBooks, as indicated with the green QB icon, you will see 2 Connector buttons:
| Link to QBooks | Use this button if the client or vendor is already in QuickBooks and in DesignSmart to link the two of them. |
| Push Info to QBooks | Use this button to push the client or vendor to QuickBooks. |
De-linking a Contact in DesignSmart to its contact in QuickBooks
In rare cases, it may be necessary to de-link a contact in DesignSmart with the contact it is linked to in QuickBooks.
When this occurs, please contact Support@designsmart.tech so they can explain how contacts can be de-linked.
Step 1:
Click the green QB Icon to delink the Client or Vendor from QuickBooks.
Step 2:
On the resulting pop-up, select Yes to verify that you are sure you want to unlink this contact from QuickBooks.
Step 3:
If you do not see the green and white QB icon and your computer is connected to QuickBooks, you have successfully de-linked the client or vendor from QuickBooks.