Editing Initial Setup for SQLink
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 106: | Line 106: | ||
# '''Merge unmatched invoices and payments:''' Check this box to match QuickBooks invoices and payments. Leaving it unchecked will not import payment information from QuickBooks. (The usual setting is checked) | # '''Merge unmatched invoices and payments:''' Check this box to match QuickBooks invoices and payments. Leaving it unchecked will not import payment information from QuickBooks. (The usual setting is checked) | ||
# '''Skip inactive customers on import/export:''' Checking this box will keep SQLink from importing or exporting inactive customers. Since both SME and QuickBooks are programmed to work with inactive customers it is recommended that you do not check this option. (Usual status is Unchecked) | # '''Skip inactive customers on import/export:''' Checking this box will keep SQLink from importing or exporting inactive customers. Since both SME and QuickBooks are programmed to work with inactive customers it is recommended that you do not check this option. (Usual status is Unchecked) | ||
− | # '''Billing Name Options:''' Default setting is Billing Name = Customer Name. For more info on this topic review the [[ | + | # '''Billing Name Options:''' Default setting is Billing Name = Customer Name. For more info on this topic review the [[SQLink_-_Customers]] wiki page |
# ''' On Export:''' On Export settings cover Tech Time and Purchase Order options. | # ''' On Export:''' On Export settings cover Tech Time and Purchase Order options. | ||
# ''' Include SMP items on Purchase Order:''' This option will pass the default SQLink item for that actual item used in QuickBooks if the item does not exist in QuickBooks. (Usual setting is Checked) | # ''' Include SMP items on Purchase Order:''' This option will pass the default SQLink item for that actual item used in QuickBooks if the item does not exist in QuickBooks. (Usual setting is Checked) |