All questions DesignerLink users have asked, answered below:
What characters are accepted in DesignerLink? And Quickbooks Online?
What characters are accepted in DesignerLink? And Quickbooks Online?
Within all fields in DesignerLink, we will highlight directly below that field in red, if a character you used, is not compatible with QBO.
For Quickbooks Online complete list of accepted characters, please visit this link.
If I go to my Profile and update time entry presets does that update it for all users on the account?
If I go to my Profile and update time entry presets does that update it for all users on the account?
Yes. Time Entry Presets are universally used by all Users under your Account.
If I want to manage an order myself, how can I make it show on my weekly DA Services Expediting Report?
If I want to manage an order myself, how can I make it show on my weekly DA Services Expediting Report?
When you are reviewing POs that have been submitted for your approval in DesignerLink, simply "Reject" that PO if you do not need DA Purchasing to manage that order.
QBO Error: Sync Failed. Please re-authorize the app and continue
QBO Error: Sync Failed. Please re-authorize the app and continue
The connection between DesignerLink and Quickbooks Online has been lost.
Instructions to fix this error:
Log in to the DesignerLink software
Click user name in upper right, which is a drop down showing 'my profile' and 'logout'
Select 'my profile'
In the page you are directed to, click into the QBO logo (in bottom left corner)
Open the QBO account in a separate tab in the same internet browser
In the QBO connect page in DesignerLink, click 'connect with QB'
A pop up window will appear, where you will then select the client's QBO account
Select 'Authorize', which will show in the pop up window
If the connection was successful, the window will say that you are connected
How can I show a discount by default to my Client for certain Vendors?
How can I show a discount by default to my Client for certain Vendors?
You can give your client a Discount via the "Default Markup %" field on the Vendor Records in DesignerLink.
All Items you enter for that Vendor will have the Product Markup field on the Item Pricing Tab of the Item, default to whatever value you put in the "Default Markup %" for that Vendor.
Note: The "Default Markup %" on a Vendor record will supercede whatever Default Product Markup % you have entered on the Project Details.Video Explanation
QBO Error: Attempt to de-reference a null object
QBO Error: Attempt to de-reference a null object
This means that a value on an item is null/blank:
Instructions to fix this error:
Review the items on the document(s) you are trying to sync, and locate any that have a ‘net cost’ of null/blank.
Update the net cost to have a value (if null/blank, replace with 0)
QBO Error: Stale Object Error
QBO Error: Stale Object Error
This means that either an Estimate / Purchase Order / Invoice is out of sync with QBO.
Instructions to fix this error:
Select the Estimate / Purchase Order / Invoice which is out of sync
Click 'Force Update' button to update the record from DesignerLink to QBO. Please note this will overwrite changes in QBO.
Who is Fin?
Who is Fin?
Fin is our AI Support Agent. He is great at answering quick questions via our help desk chat. While Fin is helpful and always available, if you have any further concerns just say "Talk to a Teammember"