You will need to link each Client (where you are posting invoices to Quickbooks) and Supplier (where you are posting Supplier Invoices or Bank Account Transactions to Quickbooks) in Fresh Projects to the appropriate Xero contact.
- Begin by clicking Contacts in the main menu.
- Open the Client or Supplier you are looking to link to Quickbooks and navigate to the Accounting tab.
- Start Typing the Name of the Client / Supplier (as saved in Quickbooks)
If a match exists in Quickbooks it will come up in the options and allow you to "select" it
If no match exists in Quickbooks you will be able to create it from this screen
- Next, Select the VAT rate applicable to this Client / Supplier
- Save your changes before exiting.
