Syncing Your DesignerLink and QuickBooks Online Accounts
Keeping your DesignerLink Account in sync with your QuickBooks Online account is essential for ensuring you are seeing accurate financial information in both platforms.
To sync your Account level components such as Vendors, Clients, Item Classes, and for a Full QBO Refresh, navigate to your Profile in DesignerLink.
To sync Proposals/Estimates, navigate to a Project page, then select the Proposals/Estimates tab. Use the Checkboxes to select 1, a few, or All your Proposals for syncing to QBO.
Other ways to Sync from the Proposals/Estimates tab via the Sync column:
Sync Proposals/Estimates from a Single Proposal Record.
To sync Purchase Orders, navigate to a Project page, then select the Purchase Order tab.
Use the Sync Column to view last sync dates and initiate a Sync with QBO.
Sync a Purchase Order from a Single Purchase Order Record.
To Sync multiple records at once, check off each of the desired records before using the 'Sync" Action.
To sync Invoices, navigate to a Project page, then select the Invoices tab.