[QuickBooks Online users] How to Allocate a Default Account to your Selected Suppliers

[QuickBooks Online users] How to Allocate a Default Account to your Selected Suppliers

Once you have added 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 find the supplier that you want to update. The "Disable" tag under the Action column indicates that the connection with the supplier has been established and e-Invoicing is ready.

Otherwise, click on the "Enable" tag and a popup message will ask you to confirm your action or you will be asked to provide your "Customer Number." Click "OK" or "Create Connection" to proceed.

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

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

Step 5 Finally, click the "Update Details" button to confirm your changes.

We are happy to help if you have questions or you need further support. Please send us an email to support@link4.com.au or use the Live Chat box at the bottom right-hand corner of the website.

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