There are cases when it is necessary to "unlink" a client in DesignSmart from a client in QBO. To do this, simply click on the green QB icon.
A possible scenario when you would need to do this if the wrong client was entered in QBO.
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Optional Modules > QuickBooks Connector > QuickBooks Online > Working with Clients | Unlinking Clients Unlinking Clients |
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There are cases when it is necessary to "unlink" a client in DesignSmart from a client in QBO. To do this, simply click on the green QB icon.
A possible scenario when you would need to do this if the wrong client was entered in QBO. |