Editing SMO 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 9: | Line 9: | ||
== Accounting Sync with QuickBooks Online == | == Accounting Sync with QuickBooks Online == | ||
− | https:// | + | https://h5sw.herokuapp.com/settings/accounting |
QuickBooks desktop syncing will be provided in the future | QuickBooks desktop syncing will be provided in the future | ||
* 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. | ||
Line 19: | Line 19: | ||
== Roles: Setup Access Rights == | == Roles: Setup Access Rights == | ||
It's best to setup Roles before setting up users | It's best to setup Roles before setting up users | ||
− | https:// | + | https://h5sw.herokuapp.com/roles |
* 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: | ||
Line 31: | Line 31: | ||
== Users: Configure SMO Users == | == Users: Configure SMO Users == | ||
− | https:// | + | https://h5sw.herokuapp.com/users |
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. | ||
Line 73: | Line 73: | ||
Note: In "Settings" the user is simply creating the column headings for the table. When a custom field is accessed from "Jobs" or "Customers" the user then fills in the remainder of the table. | Note: In "Settings" the user is simply creating the column headings for the table. When a custom field is accessed from "Jobs" or "Customers" the user then fills in the remainder of the table. | ||
− | [[File:SMOCustomFields1Printscreen.jpg | + | [[File:SMOCustomFields1Printscreen.jpg|Creating a custom field sheet under "Settings"]] |
− | [[File:SMOCustomFields2Printscreen.jpg | + | [[File:SMOCustomFields2Printscreen.jpg|Filling in a custom field sheet for a job]] |
== Billing: Billing for SMO service == | == Billing: Billing for SMO service == |