Integrate SME with QuickBooks® For Full Synchronization

SME: Service Management Enterprise provides a complete business management solution to handle sales, customers, service and install orders, invoicing, and inventory. Using automatic integration and synchronization with QuickBooks, you can benefit from a full business solution.

QuickBooks & SME Synchronization Benefits:

Eliminate double data entry
Redeploy staff working on data entry to focus on more productive work. Customers have eliminated at least one full headcount utilizing SME & SQLink.
Speed up customer payments by getting accurate invoices out in a more timely manner
Never miss billable opportunities by capturing all work performed
Utilizing QuickBooks tax codes and tax groups will simplify sales tax calculations and reporting
Updating customer sales tax as tax rates change is easier than ever

Why Choose High 5 Software's QuickBooks Sync:

High 5 Software was one of the first companies to sync with QuickBooks when the partner program started in 2002
High 5 Software is the only company that handles complex sales tax issues for multiple United States and Canadian provinces
High 5 Software is the only company that properly syncs subcontractor information
SME to QuickBooks link has been refined and proven with 100’s of various types of companies
SME and QuickBooks sync adapts to your business allowing you to send invoices and take payments from either SME or QuickBooks

QuickBooks & SME Synchronization Features:

Keep everything between SME & QuickBooks synced: Customers, Vendors, Item Lists, Tax Codes, Employees, Invoices, & Payments.
Syncing can be managed and controlled by the accounting or QuickBooks users or allowed to sync from any user based on security settings
All syncing is done automatically or when you decide to trigger it
Syncing is done quickly and only affects changed records in either SME or QuickBooks
Any syncing issues are immediately emailed and logged
More reporting capability within SME or QuickBooks
Track specific serialized inventory at the customer’s site
Extend QuickBooks inventory with complete inventory management in SME: Unlimited Inventory Items, Multiple Warehouses, Bar-Coding, Vendors, PO’s, Services, & RMA’s.

Diagram of How SME works with QuickBooks:

Details On What is Synced Between SME & QuickBooks:

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.)

Designed for QuickBooks