[QuickBooks Online users] How to Allocate a Default Account to Sherriff Electrical

[QuickBooks Online users] How to Allocate a Default Account to Sherriff Electrical

Once you have connected with CNW Electrical in Link4, you can now allocate them to a transaction account.

To do this, follow the steps below:

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

Otherwise, click on the "Enable" tag and provide your Sheriff Electrical customer number.

Step 2 Once you have established the connection with the supplier, 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 save your changes.

Need help? Please send us an email at support@link4.com.au or use the Live Chat box at the bottom right-hand corner of the website.

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