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+ | '''SQLink for QuickBooks: | ||
+ | ''' | ||
+ | |||
SME to QuickBooks Link Synchronization Tool | SME to QuickBooks Link Synchronization Tool | ||
Definitions: | Definitions: | ||
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*SME – Service Management Enterprise | *SME – Service Management Enterprise | ||
*SQLink – SME to QuickBooks Import- Export data engine. | *SQLink – SME to QuickBooks Import- Export data engine. | ||
− | *QuickBooks by Intuit – | + | *QuickBooks by Intuit – all versions from 2004 to the current year. (Note: We have encountered some issues syncing with unsupported versions of QuickBooks . Review the following link regarding Intuit Sunset policies. [http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1003113] |
*QBFC – QuickBooks File Connector XML parsing engine. Runs behind the scenes. | *QBFC – QuickBooks File Connector XML parsing engine. Runs behind the scenes. | ||
The following information covers SME to QuickBooks Sync Points, SQLink Initial Setup, and a module list covering setup, optional settings, and troubleshooting common errors. | The following information covers SME to QuickBooks Sync Points, SQLink Initial Setup, and a module list covering setup, optional settings, and troubleshooting common errors. | ||
− | + | [[Sync Points for SQLink]] - Sync points between SME and QuickBooks | |
− | + | ||
+ | [[Initial Setup for SQLink]] - Running SQLink for the first time with your QuickBooks file | ||
+ | |||
+ | Performing the sync. The sync process can be performed in two ways: | ||
+ | <br>[[SQLink Full Sync]] - How to perform the full sync process. SME to QuickBooks and QuickBooks to SME. | ||
+ | |||
+ | |||
+ | Module Sync - How to perform a module by module import/export or manual sync. | ||
− | |||
− | + | QuickBooks lists have character length limitations. THe following page outlines the field length differences between SME and QuickBooks. | |
+ | |||
+ | |||
+ | [[SQLink - QuickBooks Name Length limitations]] - QuickBooks Name Length Limitations. | ||
+ | |||
+ | |||
+ | The following details will be updated soon. | ||
+ | |||
+ | Sync details by module | ||
+ | |||
+ | *[[SQLink - Customers]] - Customer syncing details | ||
+ | <br>*[[SQLink - Vendors]] - Vendor syncing details | ||
+ | <br>*[[SQLink - Employees and Technicians]] - Employee and Technician syncing details | ||
+ | <br>*((SQLink - Inventory)) - Inventory syncing details | ||
+ | <br>*((SQLink - Invoices)) - Invoice syncing details | ||
+ | <br>*((SQLink - Payments)) - Payment syncing details | ||
+ | <br>*((SQLink - Tech Time)) - Tech syncing details | ||
+ | <br>*((SQLink - Purchase Orders)) - Purchase Order syncing details | ||
+ | <br>*((SQLink - Subcontractor Bills and PO's)) Subcontractor syncing details | ||
+ | |||
+ | |||
+ | Troubleshouting errors by module | ||
+ | |||
+ | *((SQLink - Customers)) - Troubleshouting Customer errors | ||
+ | <br>*((SQLink - Vendors)) - Troubleshouting Vendor errors | ||
+ | <br>*((SQLink - Techs and Users)) - Troubleshouting Tech and User erors | ||
+ | <br>*((SQLink - Inventory)) - Troubleshouting Inventory errors | ||
+ | <br>*((SQLink - Invoices)) - Troubleshouting Invoicing errors | ||
+ | <br>*((SQLink - Payments)) - Troubleshouting Payment errors | ||
+ | <br>*((SQLink - Tech Time)) - Troubleshouting - Tech time entry errors | ||
+ | <br>*((SQLink - Purchase Orders)) - Troubleshouting - Purchase Order errors | ||
+ | <br>*((SQLink - Subcontractor Bills and PO's)) - Troubleshouting - Subcontractor Billing and Purchase Order errors | ||
+ | <br>*((SQLink - TroubleShooting Connection Issues)) - Troubleshooting Connection Issues with SQLink | ||
+ | |||
+ | == Sync Points for SQLink == | ||
+ | |||
+ | '''Sync Points Between SME and QuickBooks''' | ||
+ | |||
+ | Definitions: | ||
+ | 1) QB: QuickBooks . ® by Intuit® | ||
+ | 2) SME: Service Management Professional (version 5) by High5 Software™ | ||
+ | 3) SQLink: SME to QB synchronization program by High5 Software™ | ||
− | + | ||
− | |||
The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information. | The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information. | ||
{| | {| | ||
− | | class="xl65" style="width: 98pt; height: 14.3pt" width="130" height="19" | | + | | class="xl65" style="width: 98pt; height: 14.3pt" width="130" height="19" | Customers |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Full two-way sync.� Customers can be added or modified in either SME or QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Customer Balances |
− | | class="xl67" style="width: 401pt" width="534" | Full sync | + | | class="xl67" style="width: 401pt" width="534" | Full sync between SME and QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: | + | | class="xl65" style="height: 14.3pt" height="19" | Invoices from SME |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Invoices in SME fully transfer to QuickBooks . |
|- style="height: 27.2pt" | |- style="height: 27.2pt" | ||
− | | class="xl65" style="height: 27.2pt" height="36" | | + | | class="xl65" style="height: 27.2pt" height="36" | Invoices from QB |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | QuickBooks invoice goes to SME for balance purposes, no detailed items are transferred. ( QuickBooks invoices cannot be edited in SME.) |
+ | |- style="height: 27.2pt" | ||
+ | | class="xl65" style="height: 27.2pt" height="36" | Payments | ||
+ | | class="xl67" style="width: 401pt" width="534" | Can enter payments in QuickBooks for SME invoices. Payments can also be applied in QuickBooks for SME invoices. QuickBooks invoices can only be paid QuickBooks . | ||
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Tax Codes and Groups |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Controlled by QuickBooks . Enter new tax codes in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Terms |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Controlled by QuickBooks . Enter new terms in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Items in QB |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Full sync of inventory, non-inventory, service, wage, and discount items. |
+ | |- style="height: 27.2pt" | ||
+ | | class="xl65" style="height: 27.2pt" height="36" | Items in SME | ||
+ | | class="xl67" style="width: 401pt" width="534" | Option to sync with QuickBooks or not.� If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders. | ||
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
| class="xl65" style="height: 14.3pt" height="19" | Inventory Groups | | class="xl65" style="height: 14.3pt" height="19" | Inventory Groups | ||
− | | class="xl67" style="width: 401pt" width="534" | SME Packages = QuickBooks Inventory Groups | + | | class="xl67" style="width: 401pt" width="534" | SME Packages = QuickBooks Inventory Groups. |
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|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Inventory Assemblies |
− | + | | class="xl67" style="width: 401pt" width="534" | Do not sync. | |
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− | | class="xl67" style="width: 401pt" width="534" | | ||
|- style="height: 27.2pt" | |- style="height: 27.2pt" | ||
− | | class="xl65" style="height: 27.2pt" height="36" | | + | | class="xl65" style="height: 27.2pt" height="36" | Weekly Timesheet |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | SME labor item records sync with QuickBooks weekly time sheet.� Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature. |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Wage Items |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Vendors |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Full sync between SME and QuickBooks . |
|- style="height: 27.2pt" | |- style="height: 27.2pt" | ||
− | | class="xl65" style="height: 27.2pt" height="36" | | + | | class="xl65" style="height: 27.2pt" height="36" | Subcontractors |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Sync of 1099 vendors as Subcontractors in SME. Vendors that are Subcontractors are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
| class="xl65" style="height: 14.3pt" height="19" | Subcontractor Bills | | class="xl65" style="height: 14.3pt" height="19" | Subcontractor Bills | ||
− | | class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Bill in QuickBooks | + | | class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Bill in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
| class="xl65" style="height: 14.3pt" height="19" | Subcontractor PO | | class="xl65" style="height: 14.3pt" height="19" | Subcontractor PO | ||
− | | class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Purchase Order in QuickBooks. | + | | class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Purchase Order in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Purchase Orders (PO) |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Optional sync with QuickBooks . Multiple syncing options. |
|- style="height: 27.2pt" | |- style="height: 27.2pt" | ||
− | | class="xl65" style="height: 27.2pt" height="36" | | + | | class="xl65" style="height: 27.2pt" height="36" | PO Bill |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Syncs with QuickBooks when items are received. (Partial receipt increments the Bill in QuickBooks ). |
|- style="height: 27.2pt" | |- style="height: 27.2pt" | ||
− | | class="xl65" style="height: 27.2pt" height="36" | | + | | class="xl65" style="height: 27.2pt" height="36" | Employees |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Sync to SME as technicians and users table. Employees are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks . |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Class tracking |
− | | class="xl67" style="width: 401pt" width="534" | Full sync | + | | class="xl67" style="width: 401pt" width="534" | Full sync of class tracking on all modules. |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | style="height: 14.3pt" height="19" | | + | | style="height: 14.3pt" height="19" | |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Class can be assigned to Customer, Order, Item, etc.. |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Accounts |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Synced for use of assigning accounts for item syncing only. |
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
− | | class="xl65" style="height: 14.3pt" height="19" | | + | | class="xl65" style="height: 14.3pt" height="19" | Credit Memos |
− | | class="xl67" style="width: 401pt" width="534" | | + | | class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks . (Need to be applied to an invoice.) |
|} | |} | ||
+ | |||
+ | |||
== Initial Setup for SQLink == | == Initial Setup for SQLink == | ||
+ | |||
+ | ''''''SQLink Installation and Setup'''''' | ||
+ | |||
+ | SME to QuickBooks Link Synchronization Tool | ||
+ | |||
+ | Definitions: | ||
+ | <br>1) QB: QuickBooks® by Intuit® | ||
+ | <br>2) SME: Service Management Professional (version 5) by High 5 Software™ | ||
+ | <br>3) SQLink: SME to QB synchronization program by High 5 Software™ | ||
SQLink is an add-on product to SME to synchronize SME and QB databases. For a complete list of the | SQLink is an add-on product to SME to synchronize SME and QB databases. For a complete list of the | ||
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SME handles sales, customers, service orders, and inventory while QuickBooks handles the accounting, payroll, and banking integration. SME and QB together make a very powerful combination for managing your service business. | SME handles sales, customers, service orders, and inventory while QuickBooks handles the accounting, payroll, and banking integration. SME and QB together make a very powerful combination for managing your service business. | ||
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'''READ OVER THIS DOCUMENT CAREFULLY.''' | '''READ OVER THIS DOCUMENT CAREFULLY.''' | ||
+ | |||
It is very critical that the interface between SME and QuickBooks is established properly for your business. The SQLink Wizard will fill in the necessary values as defaults. It is recommended that these values remain in place unless they conflict with your business operations. | It is very critical that the interface between SME and QuickBooks is established properly for your business. The SQLink Wizard will fill in the necessary values as defaults. It is recommended that these values remain in place unless they conflict with your business operations. | ||
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Your initial synchronization must take place on the computer hosting the SME database! Please plan for a time when you can complete the process without interruption from other system demands. If on a networked system install the programs on your server. If you do not have a server, designate a system to host the database, and install the programs on that system. | Your initial synchronization must take place on the computer hosting the SME database! Please plan for a time when you can complete the process without interruption from other system demands. If on a networked system install the programs on your server. If you do not have a server, designate a system to host the database, and install the programs on that system. | ||
+ | |||
'''SME/SQLink, and QuickBooks''' must already be installed on the computer where you will run SQLink. If either of these programs is NOT installed, you must install the missing programs. SQLink installs with SME in the SME program folder. | '''SME/SQLink, and QuickBooks''' must already be installed on the computer where you will run SQLink. If either of these programs is NOT installed, you must install the missing programs. SQLink installs with SME in the SME program folder. | ||
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'''Important''': QuickBooks must be updated before performing the initial sync! This may mean that you will have to perform the QuickBooks update on all other computers where QuickBooks has been installed. | '''Important''': QuickBooks must be updated before performing the initial sync! This may mean that you will have to perform the QuickBooks update on all other computers where QuickBooks has been installed. | ||
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'''SME and QuickBooks:''' Must have company data filled in. If both SME and QuickBooks are installed and the QuickBooks company file has data, please proceed with these instructions. | '''SME and QuickBooks:''' Must have company data filled in. If both SME and QuickBooks are installed and the QuickBooks company file has data, please proceed with these instructions. | ||
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'''Suggestion:''' It is recommended to start with copies, (sandbox copies) of SME and QuickBooks, rather than your live data until you get the synchronization settings established the way you need to match your business processes. Once all settings are correct and information is passing between the applications to your satisfaction you can setup a live sync with a fresh empty SME database. | '''Suggestion:''' It is recommended to start with copies, (sandbox copies) of SME and QuickBooks, rather than your live data until you get the synchronization settings established the way you need to match your business processes. Once all settings are correct and information is passing between the applications to your satisfaction you can setup a live sync with a fresh empty SME database. | ||
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'''Advised:''' To avoid possible data issues it is advised you run the QuickBooks Verify and Backup utility prior to setting up SQLink and SME. | '''Advised:''' To avoid possible data issues it is advised you run the QuickBooks Verify and Backup utility prior to setting up SQLink and SME. | ||
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There are two types of initial synchronizations: | There are two types of initial synchronizations: | ||
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If your installation falls under number 2 please contact High5Software prior to performing the initial sync as care must be taken to clean up data that may cause issues when syncing. | If your installation falls under number 2 please contact High5Software prior to performing the initial sync as care must be taken to clean up data that may cause issues when syncing. | ||
− | + | '''Initial sync to a newly installed SME application: | |
+ | ''' | ||
SQLink will install with SME in the SME program folder. | SQLink will install with SME in the SME program folder. | ||
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− | + | '''Set Up For Initial QuickBooks Company''' | |
#SQLink will open with the Set up for Initial Company window. | #SQLink will open with the Set up for Initial Company window. | ||
− | <br>2.[[File: | + | <br>2.[[File:QB5(1).jpg]] |
<br>3.The following set up options require attention: | <br>3.The following set up options require attention: | ||
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− | + | '''SQLink - Initial Setup''' | |
+ | |||
Refer to the following steps to set SQLink options and complete the initial sync. Options and settings for the Initial Setup can also be configured after the initial sync. For detailed information on the implications of specific settings refer to the appropriate Wiki page. | Refer to the following steps to set SQLink options and complete the initial sync. Options and settings for the Initial Setup can also be configured after the initial sync. For detailed information on the implications of specific settings refer to the appropriate Wiki page. | ||
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On Import:''' On import settings cover SQLink functionality when importing information from QuickBooks for Invoices and Payments, Inactive Customers, Next Invoice Number, and Billing Name Options. | On Import:''' On import settings cover SQLink functionality when importing information from QuickBooks for Invoices and Payments, Inactive Customers, Next Invoice Number, and Billing Name Options. | ||
− | [[File: | + | [[File:QB7.jpg]] |
+ | |||
# '''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 [[ | + | # '''Billing Name Options:''' Default setting is Billing Name = Customer Name. For more info on this topic review the SQLink Customer wiki page at: [[http://high5software.com/high5bitweaver/wiki/index.php?page=SQLink+-+Customers]] |
# ''' 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) | ||
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# ''' Purchase Order Options.''' | # ''' Purchase Order Options.''' | ||
# Do Not Export Purchase Orders or Bills | # Do Not Export Purchase Orders or Bills | ||
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# Export Purchase Orders & Bills | # Export Purchase Orders & Bills | ||
# ''' Export Bills Only:''' Since Purchase Orders require further action to tie them to Bills in QuickBooks the Bill is the method of inventory adjustment in QuickBooks. (This is the recommended setting.) | # ''' Export Bills Only:''' Since Purchase Orders require further action to tie them to Bills in QuickBooks the Bill is the method of inventory adjustment in QuickBooks. (This is the recommended setting.) | ||
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#Make your selections based on the above information and click ‘Next’. | #Make your selections based on the above information and click ‘Next’. | ||
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#SQLink will import the following QuickBooks items: | #SQLink will import the following QuickBooks items: | ||
# Pay Methods | # Pay Methods | ||
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− | + | '''Initial Setup''' - Invoice Options: Options on this screen determine how invoices export from SME to QuickBooks. These options can be changed after the initial import. | |
− | Invoice Options: Options on this screen determine how invoices export from SME to QuickBooks. These options can be changed after the initial import. | ||
− | [[File: | + | [[File:QB8.jpg]] |
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− | + | Initial Setup - Payment and Charge Buckets: Options on this screen determine which accounts SQLink will use for the following items. You do not need to select any settings at this time as these will be filled in by the SQLink initial setup wizard. | |
− | Options on this screen determine which accounts SQLink will use for the following items. You do not need to select any settings at this time as these will be filled in by the SQLink initial setup wizard. | ||
− | [[File: | + | [[File:QB9.jpg]] |
# Charge Buckets | # Charge Buckets | ||
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# Click ‘Next’. | # Click ‘Next’. | ||
− | + | Initial Setup - Classes & Miscellaneous: Options on this screen determine how default classes, time tracking accounts, wage item, and other accounts will pass information. This information will be filled in automatically when the wizard completes the import process. | |
− | Options on this screen determine how default classes, time tracking accounts, wage item, and other accounts will pass information. This information will be filled in automatically when the wizard completes the import process. | ||
− | [[File: | + | [[File:QB10.jpg]] |
# Classes | # Classes | ||
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2. System resources available to QuickBooks during the sync. If you are running the sync on a system with marginal memory or one that is short on disk space there will be a significant impact on the time required to process the initial sync. | 2. System resources available to QuickBooks during the sync. If you are running the sync on a system with marginal memory or one that is short on disk space there will be a significant impact on the time required to process the initial sync. | ||
− | + | '''SQLink will complete the following tasks:''' | |
# Creating Default Values | # Creating Default Values | ||
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− | + | '''SQLink Setup Screens Post Import:''' | |
Import/Export Options: | Import/Export Options: | ||
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+ | [[File:QB11.jpg]] | ||
+ | |||
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Invoice Options: | Invoice Options: | ||
− | <br>[[File: | + | <br>[[File:QB12.jpg]] |
Payments and Credits: | Payments and Credits: | ||
− | + | ||
+ | [[File:QB13.jpg]] | ||
Classes and Accounts Options: | Classes and Accounts Options: | ||
− | + | ||
+ | [[File:QB14.jpg]] | ||
The Initial Sync is complete. Close all programs, SME, SQLink, and QuickBooks, and reopen them to process the first regular sync. | The Initial Sync is complete. Close all programs, SME, SQLink, and QuickBooks, and reopen them to process the first regular sync. | ||
Note: This sync can also take a considerable length of time since status flags are initialized on all imported items. QuickBooks is not required to be in ‘Single User’/Admin mode for this sync. | Note: This sync can also take a considerable length of time since status flags are initialized on all imported items. QuickBooks is not required to be in ‘Single User’/Admin mode for this sync. | ||
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− | + | Refer to the following Wiki page for information on processing a regular sync. | |
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− | + | http://high5software.com/high5bitweaver/wiki/index.php?page=SQLink+Full+Sync+ | |
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