ProcureDesk offers a feature to send the shipping amount as part of the line amount to QuickBooks, ensuring accurate cost allocation. Follow the steps below to enable this feature.
Prerequisites:
Ensure you have Admin access to ProcureDesk.
Confirm that QuickBooks Online integration is already set up within ProcureDesk.
Step-by-Step Instructions:
Go to the Admin side of ProcureDesk.
Navigate to Configurations.
Select Company Settings, then click on QuickBooks.
Enable the "Send shipping amount as part of line amount" setting under QuickBooks Desktop.
Click on Save.
Once enabled, shipping amounts will be included as part of the line items in future invoices sent to QuickBooks.
FAQs
Will this affect existing invoices already sent to QuickBooks?
No, this setting will only apply to future invoices created after the feature is enabled.
Can I revert the setting if needed?
Yes, you can disable the feature by unchecking the setting in Company Settings under QuickBooks and saving the changes.