Understanding QuickBooks Products and DesignSmart Categories
In DesignSmart, users can set up “categories” that make sense to them.
Examples might include:
Case goods |
Carpets |
Lighting |
Seating & Upholstery |
Fabrics |
Plumbing |
QuickBooks Products will be linked to DesignSmart categories and these products will be used when invoices and purchase orders are created.
Some firms will have only one or two QuickBooks products such as “Purchases” or “Merchandise” and will link these to all of the categories in DesignSmart.
Other firms will have more specific items such as “Flooring”, “Case goods”, and “Lighting”, and will link these to the corresponding category in DesignSmart.
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Creating Non-inventory Products In QBO
You will need to setup non-inventory products and a few services in QBO. This guide assumes that you know already how to add Products to QBO.
The screen shot below shows how to set up a non-inventory product.
You will need to setup services for such things as design fees and other services your firm might provide.
Creating Services In QBO
You will need to setup services in QBO for the services that your firm provides.
The screen shot below shows how to set up a service.
Since you don't add these services to a purchase order, you don't need to check the Purchasing information check box.
