Editing Default Export to QuickBooks Settings
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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. | ||
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'''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet. | '''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet. | ||
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== Export Options for Purchase Orders == | == Export Options for Purchase Orders == | ||
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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: | ||
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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. | ||
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<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'''. |