Sync Points for SQLink

Sync Points Between SME and QuickBooks

Definitions:

1) QB: QuickBooks . ® by Intuit®

2) SME: Service Management Professional (version 5) by High5 Software™

3) SQLink: SME to QB synchronization program by High5 Software™

The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information.

Customers	Full two-way sync. Customers can be added or modified in either SME or QuickBooks .
Customer Balances	Full sync between SME and QuickBooks .
Invoices from SME	Invoices in SME fully transfer to QuickBooks .
Invoices from QB	QuickBooks invoice goes to SME for balance purposes, no detailed items are transferred. ( QuickBooks invoices cannot be edited in SME.)
Payments	Can enter payments in QuickBooks for SME invoices. Payments can also be applied in QuickBooks for SME invoices. QuickBooks invoices can only be paid QuickBooks .
Tax Codes and Groups	Controlled by QuickBooks . Enter new tax codes in QuickBooks .
Terms	Controlled by QuickBooks . Enter new terms in QuickBooks .
Items in QB	Full sync of inventory, non-inventory, service, wage, and discount items.
Items in SME	Option to sync with QuickBooks or not. If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders.
Inventory Groups	SME Packages = QuickBooks Inventory Groups.
Inventory Assemblies	Do not sync.
Weekly Timesheet	SME labor item records sync with QuickBooks weekly time sheet. Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
Wage Items	Synced from QuickBooks .
Vendors	Full sync between SME and QuickBooks .
Subcontractors	Sync of 1099 vendors as Subcontractors in SME. Vendors that are Subcontractors are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks .
Subcontractor Bills	Subcontractors used on orders in SME can create a Bill in QuickBooks .
Subcontractor PO	Subcontractors used on orders in SME can create a Purchase Order in QuickBooks .
Purchase Orders (PO)	Optional sync with QuickBooks . Multiple syncing options.
PO Bill	Syncs with QuickBooks when items are received. (Partial receipt increments the Bill in QuickBooks ).
Employees	Sync to SME as technicians and users table. Employees are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks .
Class tracking	Full sync of class tracking on all modules.
	Class can be assigned to Customer, Order, Item, etc..
Accounts	Synced for use of assigning accounts for item syncing only.
Credit Memos	Synced from QuickBooks . (Need to be applied to an invoice.)

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