Optional Modules > QuickBooks Connector > QuickBooks Desktop > Configuring the Connector | QB Items

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 out a purchase order without a freight line. When the vendor sends the invoice for the materials on the PO, they will then 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 on PO" 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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