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<br>There are a couple ways to create a new customer.
 
<br>There are a couple ways to create a new customer.
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# Fill out the contact information.
 
# Fill out the contact information.
 
# Click '''OK'''.
 
# Click '''OK'''.
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<br>[[File:ContactEditor23.png]]
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When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields.  
 
When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields.  
 
<br>[[File:CustomerPhoneNumberSync.png]]
 
<br>[[File:CustomerPhoneNumberSync.png]]
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<h4>Leaving Site Address Blank</h4>
 
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If you leave the Site Address blank in SME, after your sync with QuickBooks, the billing address will populate the site tab. To keep the billing address out of the site tab, put a "." in the address1 field on the site tab.
 
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<br>click here for screenshots: http://high5software.com/mediawiki/index.php?title=SQLink_FAQ#Customer_Site_Address_is_populating_with_Billing_Address_After_Sync
 
  
 
<h4>Edits to SME Customers syncing to QB</h4>
 
<h4>Edits to SME Customers syncing to QB</h4>
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<br>[[File:Propagate_SingleUserMode.png]]
 
<br>[[File:Propagate_SingleUserMode.png]]
  
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<h3>Mailing Tab</h3>
 
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If you fill out an address on the '''Mailing''' tab and check '''Use on Invoices''', then on any invoice created for that customer, the mailing address will populate the Site tab.
 
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<br>[[File:MailingTab_UseOnInvoices.png]]
 
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<br>When a work order is invoiced, the Site tab shows the info from the Mailing tab because '''use on invoice''' is checked.
 
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<br>[[File:MailingTab_showOnInvoiceSiteTab.png]]
 
  
 
<h3>Fields in the Customer Record - Details and Settings tab</h3>
 
<h3>Fields in the Customer Record - Details and Settings tab</h3>
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<br>[[File:AccountCurrent.png]]
 
<br>[[File:AccountCurrent.png]]
  
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<br>'''Net 30''', '''Net 60''', '''Net 90''' - These field shows balances that are 30, 60 or 90 days past the due date  
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<br>Net 30, Net 60, Net 90 - These field shows balances that are 30, 60 or 90 days past the due date  
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<br>The due date for account calculations can be based on the Invoice Due Date or on the Invoice Date. This is determined by your setting in '''Setup''' > '''Company''' > '''System'''. The setting is '''Base Past Due on Invoice Date, not Due Date'''.
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<br>The due date can be calculated based on the Invoice Due Date or on the Invoice Date. This is determined by your setting in Setup > Company > system. The setting is '''Base Past Due on Invoice Date, not Due Date'''.
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<br>'''Deposit on Account''' - This shows the total deposits entered for a customer in SME. SME Deposits stay in SME and do not sync to QuickBooks.
 
  
 
== Rates Tab ==
 
== Rates Tab ==
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<br>
 
<br>
  
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<br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer.
 
<br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer.
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<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to.
 
<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to.
 
<br>[[File:PropagateAddressToMergedHistory.png]]
 
<br>[[File:PropagateAddressToMergedHistory.png]]
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=== If Merging Quickbooks Customer ===
 
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''' When merging customers we recommend you do as follows: '''
 
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*Merge the customer in QB – This will move all of the info to the merge customer and will set the merged customer in SME to Inactive. All historical records will remain tied to the inactive customer.
 
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*Sync – this will record the QB action and will set the merged customer in SME to Inactive.
 
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*Merge the customer in SME – This will move all of the historical info to the merge customer and will leave the merged customer as inactive. (You can delete the customer once it has been merged). Note: The only change to historical data in SME is the Billing/Parent UID is replaced on the merged records. All address info, etc. remains as originally entered.
 

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