[QuickBooks Online users] How to Allocate a Default Account to Samios Plumbing

[QuickBooks Online users] How to Allocate a Default Account to Samios Plumbing

[QuickBooks Online users] How to Allocate a Default Account to Samios Plumbing


Once you have added Samios Plumbing as a supplier in Link4, you can start allocating them to an account.

To do this, log in to your Link4 account and follow the steps below:

Step 1 Go to the "My Suppliers" page and check if you are already connected with Samios. This is indicated by the "Disable" tag under the Action column.



Otherwise, click on the "Enable" tag and provide your Samios customer number to create a connection.



Step 2 Once you have verified the connection with Samios, open its 'Supplier Details' by clicking on the supplier name.

Step 3 Under the "Connection Details" section, choose the appropriate account from the "Line Item Account" drop-down list.



Step 4 Click on the "Update Details" button to confirm your changes.



Need help? We are happy to assist you. Just send us an email at support@link4.com.au or use the Live Chat box at the bottom right-hand corner of the website.