Optional Modules > QuickBooks Connector > QuickBooks Online > Configuring the Connector for QBO | Categories to QB Products Tab

Categories to QB Products Tab

Mapping DesignSmart Categories to QB Products

 

Click on the Categories -> QB Products tab to map DesignSmart categories to QB Products.

Click in the column QBooks Products to select the appropriate products for each category.

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Some firms will create one item for every category as shown below.

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One way is not better than the other. It just depends on how your firm wants to track costs and expenses.

 


 

Other firms will use a generic QB item and map it to numerous categories.

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