In ProcureDesk, you have the option to send item descriptions directly to the memo field in QuickBooks Online. Follow these steps to configure the settings on ProcureDesk
Prerequisites:
Admin Access: Ensure that you have administrative access in ProcureDesk to make configuration changes.
Step-by-Step Instructions:
Switch to Admin Mode:
Log into ProcureDesk and switch to the Admin side by ensuring you have the proper access rights.
Navigate to Configurations:
Go to the 'Configurations' > Company Settings.
Access QuickBooks Settings:
Click on QuickBooks from the list of configurations.
Enable Memo Details:
Look for the setting called Send Memo Details to QuickBooks.
Enable this option to ensure item descriptions are transferred to the memo field in QuickBooks when syncing invoices or POs.
Save Changes:
After enabling the setting, make sure to save the changes.
FAQs:
Will this setting apply to all future transactions?
Once enabled, this setting will send item descriptions to QuickBooks in the memo field for all future synced transactions.
Can I disable the memo details option later?
Yes, you can go back to the same setting in the configuration > company settings panel and disable it anytime.