Difference between revisions of "SQLink FAQ"
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(Created page with " == Do I have to have all QuickBooks users out of QuickBooks when I sync SME and QuickBooks? == No, you only need to get everyone out of QuickBooks for 3 scenarios: #To do you...") |
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| − | To read in more detail, | + | To read in more detail, go to [[Invoice Numbers in SME and QuickBooks]] |
== Can I enter text and numbers in my invoice numbers? == | == Can I enter text and numbers in my invoice numbers? == | ||
Revision as of 17:36, 20 June 2011
Do I have to have all QuickBooks users out of QuickBooks when I sync SME and QuickBooks?
No, you only need to get everyone out of QuickBooks for 3 scenarios:
- To do your initial sync between SME & QuickBooks
- Reassigning parent/sites (only do in QB)
- Exporting employees from QuickBooks to SME.
How do I keep my invoice numbers in SME and QuickBooks in sync?
Before creating any invoices in QuickBooks, make sure the invoices from SME are synced over to QuickBooks:
- Create Invoices in SME.
- Sync SME & QuickBooks.
- Create invoices in QuickBooks.
- Sync SME & QuickBooks.
To read in more detail, go to Invoice Numbers in SME and QuickBooks
Can I enter text and numbers in my invoice numbers?
QuickBooks allows you to enter text in an invoice number. However when those invoices are synced to SME, the text is stripped out. In SME you can only have numbers in your invoice number field.
How do I change customer job sites
See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites.