Optional Modules > QuickBooks Connector | QuickBooks Online

QuickBooks Online

[ Only the bookkeepers or accountants who work with QuickBooks Online need to read this section. ]

This section is to help persons who are already familiar with QuickBooks Online (QBO) do the following:

1.Understand how to setup QBO to work with DesignSmart

2.How to use DesignSmart and QBO in tandem

What this guide will not cover, nor will your Smart Designer assigned Project Manager be able to help you with is setting up your QBO accounts, items within QBO.

If you are new to QuickBooks Online, we strongly recommend that you work with a bookkeeper or accountant who is very familiar with your firm and your accounting needs and who is already familiar with QuickBooks Online to assist you with setting QuickBooks Online.

QuickBooks offers an online website to help you locate bookeeepers and accountants who are certified QuickBooks professionals in your area. For more information click here.