SQLink - For QuickBooks

SQLink for QuickBooks:

SME to QuickBooks Link Synchronization Tool Definitions:

1) QB: QuickBooks® by Intuit® 2) SME: Service Management Professional (version 5) by High 5 Software™ 3) SQLink: SME to QB synchronization program by High 5 Software™

SQLink for QuickBooks is a robust syncing engine linking SME and QuickBooks information. The sync process encompasses four programs:

• SME – Service Management Enterprise
• SQLink – SME to QuickBooks Import- Export data engine.
• QuickBooks by Intuit – all versions from 2004 to the current year. (Note: We have encountered some issues syncing with unsupported versions of QuickBooks . Review the following link regarding Intuit Sunset policies. [1]
• QBFC – QuickBooks File Connector XML parsing engine. Runs behind the scenes.

The following information covers SME to QuickBooks Sync Points, SQLink Initial Setup, and a module list covering setup, optional settings, and troubleshooting common errors.

Sync Points for SQLink - Sync points between SME and QuickBooks

Initial Setup for SQLink - Running SQLink for the first time with your QuickBooks file

Performing the sync. The sync process can be performed in two ways:
SQLink Full Sync - How to perform the full sync process. SME to QuickBooks and QuickBooks to SME.

Module Sync - How to perform a module by module import/export or manual sync.

QuickBooks lists have character length limitations. THe following page outlines the field length differances between SME and QuickBooks.

SQLink - QuickBooks Name Length limitations - QuickBooks Name Length Limitations.

The following details will be updated soon.

Sync details by module

• SQLink - Customers - Customer syncing details
• SQLink - Vendors - Vendor syncing details
• SQLink - Employees and Technicians - Employee and Technician syncing details
• ((SQLink - Inventory)) - Inventory syncing details
• ((SQLink - Invoices)) - Invoice syncing details
• ((SQLink - Payments)) - Payment syncing details
• ((SQLink - Tech Time)) - Tech syncing details
• ((SQLink - Purchase Orders)) - Purchase Order syncing details
• ((SQLink - Subcontractor Bills and PO's)) Subcontractor syncing details

Troubleshouting errors by module

• SQLink - Customers - Troubleshouting Customer errors
• ((SQLink - Vendors)) - Troubleshouting Vendor errors
• ((SQLink - Techs and Users)) - Troubleshouting Tech and User erors
• ((SQLink - Inventory)) - Troubleshouting Inventory errors
• ((SQLink - Invoices)) - Troubleshouting Invoicing errors
• ((SQLink - Payments)) - Troubleshouting Payment errors
• ((SQLink - Tech Time)) - Troubleshouting - Tech time entry errors
• ((SQLink - Purchase Orders)) - Troubleshouting - Purchase Order errors
• ((SQLink - Subcontractor Bills and PO's)) - Troubleshouting - Subcontractor Billing and Purchase Order errors
• ((SQLink - TroubleShooting Connection Issues)) - Troubleshooting Connection Issues with SQLink