Editing SMO Settings
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The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | ||
The setting consist of the following, Note that all the url links require company signup and login: | The setting consist of the following, Note that all the url links require company signup and login: | ||
− | + | == Accounting Sync with QuickBooks Online (or QuickBooks in the future) https://h5sw.herokuapp.com/settings/accounting == | |
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− | == Accounting Sync with QuickBooks Online | ||
− | https:// | ||
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* Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | * Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | ||
* Sync Customers Now: This will bring all customers from QBO to SMO | * Sync Customers Now: This will bring all customers from QBO to SMO | ||
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* Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | * Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | ||
− | == Roles: | + | == Roles: It's best to setup Roles before setting up users |
− | It's best to setup Roles before setting up users | + | https://h5sw.herokuapp.com/roles == |
− | https:// | ||
* Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin | * Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin | ||
* Access Rights for Modules: | * Access Rights for Modules: | ||
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** Without-Pricing: Allows reports without pricing. | ** Without-Pricing: Allows reports without pricing. | ||
− | == Users: Configure SMO Users | + | == Users: Configure SMO Users. https://h5sw.herokuapp.com/users == |
− | https:// | ||
Note: You should first sync QBO Employees before setting up users. | Note: You should first sync QBO Employees before setting up users. | ||
* Add New User: To configure the users. Note: Best to first sync employees with QB in the Accounting section. | * Add New User: To configure the users. Note: Best to first sync employees with QB in the Accounting section. | ||
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* Edit User: Select edit on a user name to edit any of the user settings. | * Edit User: Select edit on a user name to edit any of the user settings. | ||
* Delete: Select delete to delete a user from SMO. Note, this will not affect QBO or QB. | * Delete: Select delete to delete a user from SMO. Note, this will not affect QBO or QB. | ||
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