Editing SMP Items
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After your initial sync between SME & QuickBooks, you will see some "SMP_" Items in your QuickBooks Item List as shown in the image below. | After your initial sync between SME & QuickBooks, you will see some "SMP_" Items in your QuickBooks Item List as shown in the image below. | ||
<br>[[File:SMPItems.png]] | <br>[[File:SMPItems.png]] | ||
− | <br>These items are pass through items | + | <br>These items are default items used to pass income to your income accounts used and expenses through to your accounts if items do not have accounts assigned on them. |
<br>For example, if you have an inventory item in SME but you don’t have it in QuickBooks, then SQLink will pass the income through the SMP_Item when you invoice that inventory item. | <br>For example, if you have an inventory item in SME but you don’t have it in QuickBooks, then SQLink will pass the income through the SMP_Item when you invoice that inventory item. | ||
== SMP_Labor == | == SMP_Labor == | ||
− | When scheduling labor in SME, you will usually be selecting a service item and income for that labor will pass through the income on the service item. | + | When scheduling labor in SME, you will usually be selecting a service item and income for that labor will pass through the income on the service item. If you do not select a service item, the income for that labor will pass through this SMP_Labor item. |
− | + | If you turn your service order into a “fixed rate”, the labor on the invoice will pass through this SMP_Labor item. | |
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<br>Open the SMP_Labor item in QuickBooks and set the income account you use for labor. | <br>Open the SMP_Labor item in QuickBooks and set the income account you use for labor. | ||
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<br>[[File:SMP_Labor_Accounts.png]] | <br>[[File:SMP_Labor_Accounts.png]] | ||
− | <br> | + | <br>[[File:SMP_LaborExample.png]] |
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== SMP_Service == | == SMP_Service == | ||
− | - If you | + | - If you are using a Fixed Rate service order, the income for the fixed service amount will pass through the SMP_Service item on the invoice. |
− | <br>- If you | + | <br>- If you have a service item in SME that isn’t in QuickBooks, the income will be passed through the SMP_Service item. |
<br>[[File:SMP_Service.png]] | <br>[[File:SMP_Service.png]] | ||
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<br>If you are using subcontractors on services and you are sending bills to QB for what you owe the sub, make sure you check “This service is used in assemblies or is performed by a subcontractor or partner” and set the expense account used for the sub expense account. See [[Default Export to QuickBooks Settings]] for more information. | <br>If you are using subcontractors on services and you are sending bills to QB for what you owe the sub, make sure you check “This service is used in assemblies or is performed by a subcontractor or partner” and set the expense account used for the sub expense account. See [[Default Export to QuickBooks Settings]] for more information. | ||
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== SMP_Item == | == SMP_Item == | ||
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<br>- Open SMP_Item in QuickBooks item list and set the income account. If you purchase material, set the Expense account as well. | <br>- Open SMP_Item in QuickBooks item list and set the income account. If you purchase material, set the Expense account as well. | ||
<br>[[File:SMP_Item_Example.png]] | <br>[[File:SMP_Item_Example.png]] | ||
+ | <br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | ||
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<br>[[File:DefaultMaterialItem.png]] | <br>[[File:DefaultMaterialItem.png]] | ||
− | + | <br>If you are syncing your inventory items in SME to QuickBooks, then income will will not need to be passed through the SMP_Item. | |
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