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'''Note''': If you are syncing SME with a QuickBooks company file that has the same vendor list you will need to contact High5 Software to setup a test sync and address all issues prior to going ‘live’ with the sync. | '''Note''': If you are syncing SME with a QuickBooks company file that has the same vendor list you will need to contact High5 Software to setup a test sync and address all issues prior to going ‘live’ with the sync. | ||
− | <br>Initial Sync: refers to the initial import of QuickBooks lists into SME | + | |
− | <br>Routine Sync: refers to syncing per the users business requirements and can be performed at any time. | + | <br>'''Initial Sync''': refers to the initial import of QuickBooks lists into SME |
− | <br>Module Sync: refers to using the SQLink Data Functions Module sync to move SME information to QuickBooks. | + | <br>'''Routine Sync''': refers to syncing per the users business requirements and can be performed at any time. |
+ | <br>'''Module Sync''': refers to using the SQLink Data Functions Module sync to move SME information to QuickBooks. | ||
'''Syncing:''' | '''Syncing:''' | ||
− | <br>Initial sync: The initial sync of SME and QuickBooks will bring all vendor records from QuickBooks to SME. | + | <br>'''Initial sync''': The initial sync of SME and QuickBooks will bring all vendor records from QuickBooks to SME. |
− | <br>Routine Sync: Once a vendor is synchronized between SME and QuickBooks, changes can be made in either SME or QuickBooks and the changes will be reflected in the other program with the exception of the 1099 setting. | + | <br>'''Routine Sync''': Once a vendor is synchronized between SME and QuickBooks, changes can be made in either SME or QuickBooks and the changes will be reflected in the other program with the exception of the 1099 setting. |
<br>'''Note:''' The SME data is exported/synced first, so in the rare case that a record is changed in both SME and QuickBooks, the SME changes will take place and the QuickBooks changes will be overwritten. | <br>'''Note:''' The SME data is exported/synced first, so in the rare case that a record is changed in both SME and QuickBooks, the SME changes will take place and the QuickBooks changes will be overwritten. | ||
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<br>Terms – QuickBooks or SME | <br>Terms – QuickBooks or SME | ||
− | + | '''Vendor 1099 or Sub Contractor:''' | |
<br> 1099(QB) or Subcontractor(SME) settings are set in QuickBooks and synced to SME. Once the initial setting is synced it is a manual setting in either program should you change the setting. | <br> 1099(QB) or Subcontractor(SME) settings are set in QuickBooks and synced to SME. Once the initial setting is synced it is a manual setting in either program should you change the setting. | ||
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<br>http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K8/ContentPackage/Payroll/1099/popup_1099pref_table.html | <br>http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K8/ContentPackage/Payroll/1099/popup_1099pref_table.html | ||