Difference between revisions of "Sync Points for SQLink"
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Definitions: | Definitions: | ||
− | + | # QB: QuickBooks® by Intuit® | |
− | + | # SME: Service Management Enterprise by High 5 Software™ | |
− | + | # SQLink: SME to QB synchronization program by High 5 Software™ | |
Latest revision as of 16:13, 18 September 2013
Sync Points Between SME and QuickBooks
Definitions:
- QB: QuickBooks® by Intuit®
- SME: Service Management Enterprise by High 5 Software™
- SQLink: SME to QB synchronization program by High 5 Software™
The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information.
Customers | Full two-way sync. Customers can be added or modified in either SME or QuickBooks . |
Customer Balances | Full sync between SME and QuickBooks . |
Invoices from SME | Invoices in SME fully transfer to QuickBooks . |
Invoices from QB | QuickBooks invoice goes to SME for balance purposes, no detailed items are transferred. ( QuickBooks invoices cannot be edited in SME.) |
Payments | Can enter payments in QuickBooks for SME invoices. Payments can also be applied in QuickBooks for SME invoices. QuickBooks invoices can only be paid QuickBooks . |
Tax Codes and Groups | Controlled by QuickBooks . Enter new tax codes in QuickBooks . |
Terms | Controlled by QuickBooks . Enter new terms in QuickBooks . |
Items in QB | Full sync of inventory, non-inventory, service, wage, and discount items. |
Items in SME | Option to sync with QuickBooks or not. If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders. |
Inventory Groups | SME Packages = QuickBooks Inventory Groups. |
Inventory Assemblies | Do not sync. |
Weekly Timesheet | SME labor item records sync with QuickBooks weekly time sheet. Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature. |
Wage Items | Synced from QuickBooks . |
Vendors | Full sync between SME and QuickBooks . |
Subcontractors | Sync of 1099 vendors as Subcontractors in SME. Vendors that are Subcontractors are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks . |
Subcontractor Bills | Subcontractors used on orders in SME can create a Bill in QuickBooks . |
Subcontractor PO | Subcontractors used on orders in SME can create a Purchase Order in QuickBooks . |
Purchase Orders (PO) | Optional sync with QuickBooks . Multiple syncing options. |
PO Bill | Syncs with QuickBooks when items are received. (Partial receipt increments the Bill in QuickBooks ). |
Employees | Sync to SME as technicians and users table. Employees are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks . |
Class tracking | Full sync of class tracking on all modules. |
Class can be assigned to Customer, Order, Item, etc.. | |
Accounts | Synced for use of assigning accounts for item syncing only. |
Credit Memos | Synced from QuickBooks . (Need to be applied to an invoice.) |