Service Management Enterprise (SME) QuickBooks Accounting
QuickBooks Synchronization:
High 5 is a leader in service management integration with QuickBooks
As you know, QuickBooks is a powerful program, but it was not designed to manage and track Service Orders, or Serialized Inventory. Service Management Enterprise (SME) manages and integrates important data including:
- Customers, Vendors, Subcontractors
- Invoices, Receivables, Payments
- Payroll, Hourly Rates
- Tax Codes / Groups
- Advanced Inventory Tracking
- Track Inventory through Multiple Warehouses
- Sales/Proposals/Lead Tracking
Spend less time entering data, and more time making money!
- Synchronize customers, vendors, items lists, tax codes, employees, invoices and payments between QuickBooks and your service management software
- Eliminate double entry!
- Track all of your company records, assets, contacts with an all encompassing solution
- Advanced inventory tracking
- More reporting capability and better data accuracy
Here is how the SQLink handles your QuickBooks information in SME
| Customers |
Full two-way sync. Add or modify in either program. |
| Customer Balances |
Full sync. |
| Invoices from SME |
Invoices in SME fully transfer to QuickBooks. |
| Invoices from QB |
QB invoice goes to SME for balance purpose, no detailed items. (Can not be Edited in SME.) |
| Payments |
Can enter payments in QB for QB or SME. (Can only enter payments for QB invoices in QB.) |
| Tax Codes and Groups |
Controlled by QB. (Enter new tax codes in QB) |
| Terms |
Controlled by QB. (Enter new terms in QB.) |
| Items in QB |
Full sync of inventory, non-inventory, service, wage, discount items. |
| Items in SME |
Option to sync with QB or not. If not synced with QB, use SMP_Item for invoices. |
| Inventory Groups |
SME Packages = QB Inventory Groups. |
| Inventory Assemblies |
Does not sync. |
| Weekly Timesheet |
SME labor item records sync with QB weekly time sheet. Shows customer name and job number. Time sheets must be turned on in QB. |
| Wage Items |
Synced from QB. |
| Vendors |
Full sync. |
| Subcontractors |
Sync of 1099 vendors as Subcontractors in SME. |
| Subcontractor Bills |
Assigned a subcontractor in SME creates a bill in QB for sub. |
| Purchase Orders (PO) |
Optional sync with QB. |
| PO Bill |
Sync with QB when items received and the PO is Closed. (No partial receipt) |
| Employees |
Sync to SME as technicians. |
| Class tracking |
Full sync of class tracking on labor, material and service items. |
| Accounts |
Synced for use of assigning accounts for item syncing. |
| Credit Memos |
Synced from QB. (Need to be applied to an invoice.) |
Follow this link for more about the SQLink feature.
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