Editing Default Export to QuickBooks Settings
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. | If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. | ||
− | [[File: | + | [[File:DefaultExportOptions.png]] |
Line 13: | Line 13: | ||
'''Default Export New Proposals''' - If checked, new proposals entered in SME will export to QuickBooks as an estimate. | '''Default Export New Proposals''' - If checked, new proposals entered in SME will export to QuickBooks as an estimate. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
== Export Options for Purchase Orders == | == Export Options for Purchase Orders == | ||
− | + | <videoflash>9K5J9KmqIUs</videoflash><br> | |
Check one of the next two options for how SME exports purchase orders to QuickBooks: | Check one of the next two options for how SME exports purchase orders to QuickBooks: | ||
Line 94: | Line 89: | ||
Inventory is managed in one of two ways when SME is syncing with QuickBooks: | Inventory is managed in one of two ways when SME is syncing with QuickBooks: | ||
− | <br>· '''As SME Only Inventory''' – | + | <br>· '''As SME Only Inventory''' – Items are maintained in SME and inventory Cost of Goods, Inventory Asset, and Sales Income accounts are passed through SMP_Item. (After your initial sync with QuickBooks, you will see '''SMP_Item''' in your QuickBooks Item List. Set the income, sales, and COGS account on the SMP_Item) |
<br>· '''As SME and QuickBooks Inventory''' – inventory items are synced and are maintained in both applications. Invoicing for material in SME decreases stock in QuickBooks. Creating Purchase Orders for material in SME increase stock in QuickBooks. Manually changing stock numbers will have to be done in both SME using [[Inventory Quantity Reconciliation]] and also in QuickBooks. | <br>· '''As SME and QuickBooks Inventory''' – inventory items are synced and are maintained in both applications. Invoicing for material in SME decreases stock in QuickBooks. Creating Purchase Orders for material in SME increase stock in QuickBooks. Manually changing stock numbers will have to be done in both SME using [[Inventory Quantity Reconciliation]] and also in QuickBooks. | ||
Line 107: | Line 102: | ||
<br>[[File:InventoryItemFields SyncToQB.png]] | <br>[[File:InventoryItemFields SyncToQB.png]] | ||
− | Individual inventory items can be setup with accounts other than those set as defaults in SQLink. | + | Individual inventory items can be setup up with accounts other than those set as defaults in SQLink. |
<br>1. Open SME. | <br>1. Open SME. | ||
<br>2. Go to the '''Inventory''' module > '''Inventory'''. | <br>2. Go to the '''Inventory''' module > '''Inventory'''. |