Editing SMP Items
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<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 would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | <br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | ||
<br>[[File:ServiceDefaultItem.png]] | <br>[[File:ServiceDefaultItem.png]] | ||
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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. | ||
− | + | <br>[[File:DefaultMaterialItem.png]] | |
− | <br>[[File: | ||
− | <br> | + | <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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<h3>SMP_ Items on Fixed Rate Invoices</h3> | <h3>SMP_ Items on Fixed Rate Invoices</h3> | ||
− | Below is a screenshot showing how | + | Below is a screenshot showing how a fixed rate invoice is passed through the SMP_Labor, SMP_Item & SMP_Service. |
<br>[[File:FixedRateInvoice.png]] | <br>[[File:FixedRateInvoice.png]] | ||
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== SMP_Freight == | == SMP_Freight == | ||
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<br>[[File:FreightChargeBucket.png]] | <br>[[File:FreightChargeBucket.png]] | ||
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== SMP_Travel == | == SMP_Travel == | ||
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<br>[[File:TravelBucketCharges.png]] | <br>[[File:TravelBucketCharges.png]] | ||
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== SMP_Premium == | == SMP_Premium == | ||
If you are entering a premium charge on a service order, the charge will be passed through the “SMP_Premium” item in QuickBooks as shown in the image below. | If you are entering a premium charge on a service order, the charge will be passed through the “SMP_Premium” item in QuickBooks as shown in the image below. | ||
− | <br>You will want to go | + | |
+ | <br>You will want to go the the SMP_Premium item in the QB item list and set the income account and if it is non-taxable, change the tax code to non. | ||
<br>[[File:SMP_PremiumExample.png]] | <br>[[File:SMP_PremiumExample.png]] | ||
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== SMP_Discount == | == SMP_Discount == | ||
If you enter a discount amount on the Totals tab on a service order or install order, the discount will pass through the SMP_Discount item on the invoice as shown in the screenshot below. | If you enter a discount amount on the Totals tab on a service order or install order, the discount will pass through the SMP_Discount item on the invoice as shown in the screenshot below. | ||
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