Optional Modules > QuickBooks Connector > QuickBooks Desktop > Configuring the Connector | Templates Tab

Templates Tab

Selecting QuickBooks Templates

If your firm has developed specific invoices and purchase orders, then use this tab to select the templates you want DesignSmart to populate when it sends in these transactions.

You must key in the QuickBooks Template name exactly as it appears in QuickBooks.

This feature is not available in QuickBooks Online.

 

 

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