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. | ||
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<br>[[File:SMP_Labor_Accounts.png]] | <br>[[File:SMP_Labor_Accounts.png]] | ||
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== SMP_Service == | == SMP_Service == | ||
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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 the SMP_Item item in your QuickBooks Item List and set the income account you want to pass income to as shown in the image below. | <br>Open the SMP_Item item in your QuickBooks Item List and set the income account you want to pass income to as shown in the image below. | ||
− | <br>[[File: | + | <br>[[File:SMP_Item_Accounts.png]] |
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+ | <br>If you are syncing bills for SME Purchase ORders, you will want the expense account set as well on the SMP_Item. Check '''Item is used in assemblies or is purchased for a specific customer''' and correct account in the '''Expense Account''' field (image below) | ||
+ | <br>[[File:SMP_Items_ExpenseAccount.png]] | ||
− | <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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<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. | ||
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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 == | ||
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<br>[[File:SMP_DiscountExample.png]] | <br>[[File:SMP_DiscountExample.png]] | ||
− | + | To determine if the discounts are taken before or after tax, open \ the SMP_Discount item and set the tax code: | |
− | To determine if the discounts are taken before or after tax, open the SMP_Discount item and set the tax code: | ||
<br>- If the item is non tax, then the discount is taken after tax. | <br>- If the item is non tax, then the discount is taken after tax. | ||
<br>- If the item is taxable, then the discount is taken before tax. | <br>- If the item is taxable, then the discount is taken before tax. | ||
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<br>If you would rather use a different default item for other charges, you can set that in SQLink > File > Setup > Payments and Credits tab and select the item in the '''Other Charges Bucket''' field. | <br>If you would rather use a different default item for other charges, you can set that in SQLink > File > Setup > Payments and Credits tab and select the item in the '''Other Charges Bucket''' field. | ||
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== SMP_Prepaid == | == SMP_Prepaid == | ||
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<br>[[File:SMP_Tax.png]] | <br>[[File:SMP_Tax.png]] | ||
<br>You will need to setup your tax codes in QuickBooks and they will sync to SME so you can apply them to orders, invoices, and set as default for customers. | <br>You will need to setup your tax codes in QuickBooks and they will sync to SME so you can apply them to orders, invoices, and set as default for customers. | ||
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