Editing SMP Items
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<br>[[File:SMPItems.png]] | <br>[[File:SMPItems.png]] | ||
− | <br>These items are pass through items | + | <br>These items are default items used to pass income to your income accounts used and expenses through to your accounts if items do not have accounts assigned on them. |
<br>For example, if you have an inventory item in SME but you don’t have it in QuickBooks, then SQLink will pass the income through the SMP_Item when you invoice that inventory item. | <br>For example, if you have an inventory item in SME but you don’t have it in QuickBooks, then SQLink will pass the income through the SMP_Item when you invoice that inventory item. | ||
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<br>[[File:SMP_Labor_Accounts.png]] | <br>[[File:SMP_Labor_Accounts.png]] | ||
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== SMP_Service == | == SMP_Service == | ||
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<br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | <br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | ||
<br>[[File:ServiceDefaultItem.png]] | <br>[[File:ServiceDefaultItem.png]] | ||
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== SMP_Item == | == SMP_Item == | ||
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<br>Open the SMP_Item item in your QuickBooks Item List and set the income account you want to pass income to as shown in the image below. | <br>Open the SMP_Item item in your QuickBooks Item List and set the income account you want to pass income to as shown in the image below. | ||
− | <br>[[File: | + | <br>[[File:SMP_Item_Accounts.png]] |
− | <br>''' | + | <br>If you are syncing bills for SME Purchase ORders, you will want the expense account set as well on the SMP_Item. Check '''Item is used in assemblies or is purchased for a specific customer''' and correct account in the '''Expense Account''' field (image below) |
+ | <br>[[File:SMP_Items_ExpenseAccount.png]] | ||
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+ | <br>If you are syncing your inventory items in SME to QuickBooks, then income will will not need to be passed through the SMP_Item. | ||
<br>'''Note''' - Do not change SMP_Item to an Inventory item (instead of non-inventory) if you are keeping your inventory items in SME only. | <br>'''Note''' - Do not change SMP_Item to an Inventory item (instead of non-inventory) if you are keeping your inventory items in SME only. | ||
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<br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | <br> If you would rather use a different default item, you can set that in SQLink > File > Setup > Invoice/Proposal Options tab. | ||
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<br>If you tax freight, make sure you check '''Tax Freight Charges''' in SME Setup > Company > Orders (image below) | <br>If you tax freight, make sure you check '''Tax Freight Charges''' in SME Setup > Company > Orders (image below) | ||
<br>[[File:TaxFreightCharge.png]] | <br>[[File:TaxFreightCharge.png]] | ||
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== SMP_Travel == | == SMP_Travel == | ||
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<br>If you don't tax trip charge, make sure '''Tax Trip Charge''' is unchecked in SME Setup module > Company > Orders (image below) | <br>If you don't tax trip charge, make sure '''Tax Trip Charge''' is unchecked in SME Setup module > Company > Orders (image below) | ||
<br>[[File:TaxTripCharge.png]] | <br>[[File:TaxTripCharge.png]] | ||
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== SMP_Premium == | == SMP_Premium == | ||
If you are entering a premium charge on a service order, the charge will be passed through the “SMP_Premium” item in QuickBooks as shown in the image below. | If you are entering a premium charge on a service order, the charge will be passed through the “SMP_Premium” item in QuickBooks as shown in the image below. | ||
− | <br>You will want to go | + | <br>You will want to go the the SMP_Premium item in the QB item list and set the income account and if it is non-taxable, change the tax code to non. |
<br>[[File:SMP_PremiumExample.png]] | <br>[[File:SMP_PremiumExample.png]] | ||
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<br>If Premium charges are non-taxable, make sure Tax Premium Charges is unchecked in SME Setup module > Company > Orders (image below) | <br>If Premium charges are non-taxable, make sure Tax Premium Charges is unchecked in SME Setup module > Company > Orders (image below) | ||
<br>[[File:TaxPremiumChares.png]] | <br>[[File:TaxPremiumChares.png]] | ||
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== SMP_Discount == | == SMP_Discount == | ||
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<br>[[File:SMP_Tax.png]] | <br>[[File:SMP_Tax.png]] | ||
<br>You will need to setup your tax codes in QuickBooks and they will sync to SME so you can apply them to orders, invoices, and set as default for customers. | <br>You will need to setup your tax codes in QuickBooks and they will sync to SME so you can apply them to orders, invoices, and set as default for customers. | ||
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