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| class="xl67" style="width: 401pt" width="534" | Full sync - Customer Types in QuickBooks | | class="xl67" style="width: 401pt" width="534" | Full sync - Customer Types in QuickBooks | ||
|- style="height: 14.3pt" | |- style="height: 14.3pt" | ||
+ | | class="xl65" style="height: 14.3pt" height="19" | Class Tracking | ||
+ | | class="xl67" style="width: 401pt" width="534" | Full sync of class tracking on all modules. Class can be assigned to Customer, Order, Item, etc.. | ||
+ | |- style="height: 27.2pt" | ||
| class="xl65" style="height: 27.2pt" height="36" | Credit Memos | | class="xl65" style="height: 27.2pt" height="36" | Credit Memos | ||
| class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks. (Need to be applied to an invoice. | | class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks. (Need to be applied to an invoice. | ||
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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''' | |
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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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# '''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:SQLinkInitialSetup2.png]] | [[File:SQLinkInitialSetup2.png]] | ||
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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:InitialSetup_PaymentAndChargeBuckets.png]] | [[File:InitialSetup_PaymentAndChargeBuckets.png]] | ||
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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:ClassesAndMisc.png]] | [[File:ClassesAndMisc.png]] | ||
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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:''' | |
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<td>20</td> | <td>20</td> | ||
<td>30</td> | <td>30</td> | ||
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</tr> | </tr> | ||
<tr> | <tr> | ||
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== Syncing SME with a new QuickBooks file == | == Syncing SME with a new QuickBooks file == | ||
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A new QuickBooks company file must have the following info before syncing to SME: | A new QuickBooks company file must have the following info before syncing to SME: | ||
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<br>2) The SQL service has not been interrupted breaking the connection to SQLink | <br>2) The SQL service has not been interrupted breaking the connection to SQLink | ||
<br>3) There have not been any backs that change the state of either QB or SME | <br>3) There have not been any backs that change the state of either QB or SME | ||
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