Editing SQLink FAQ
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 1: | Line 1: | ||
− | |||
− | |||
− | |||
== Do I have to have all QuickBooks users out of QuickBooks when I sync SME and QuickBooks? == | == Do I have to have all QuickBooks users out of QuickBooks when I sync SME and QuickBooks? == | ||
No, you only need to get everyone out of QuickBooks for 3 scenarios: | No, you only need to get everyone out of QuickBooks for 3 scenarios: | ||
Line 12: | Line 9: | ||
Before creating any invoices in QuickBooks, make sure the invoices from SME are synced over to QuickBooks: | Before creating any invoices in QuickBooks, make sure the invoices from SME are synced over to QuickBooks: | ||
#Create Invoices in SME. | #Create Invoices in SME. | ||
− | # | + | #Sync SME & QuickBooks. |
#Create invoices in QuickBooks. | #Create invoices in QuickBooks. | ||
− | # | + | #Sync SME & QuickBooks. |
To read in more detail, go to [[Invoice Numbers in SME and QuickBooks]] | To read in more detail, go to [[Invoice Numbers in SME and QuickBooks]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Can I enter text and numbers in my invoice numbers? == | == Can I enter text and numbers in my invoice numbers? == | ||
QuickBooks allows you to enter text in an invoice number. However when those invoices are synced to SME, the text is stripped out. In SME you can only have numbers in your invoice number field. | QuickBooks allows you to enter text in an invoice number. However when those invoices are synced to SME, the text is stripped out. In SME you can only have numbers in your invoice number field. | ||
− | == How do I change customer job sites | + | == How do I change customer job sites == |
− | See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites. | + | See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites. |
− | + | ||
+ | [http://goview.com/?id=44f23476-5178-4c66-8f94-88035396e962 http://goview.com/?id=44f23476-5178-4c66-8f94-88035396e962] | ||
− | |||
== How are opening balances in QuickBooks synced to SME? == | == How are opening balances in QuickBooks synced to SME? == | ||
Line 49: | Line 36: | ||
== How do I add new technicians? == | == How do I add new technicians? == | ||
− | + | If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The Employeee will sync to SME as a User. The User record will default to a Technician. | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The | ||
− | |||
− | |||
− | |||
1. Set QB to Single User Mode<br> | 1. Set QB to Single User Mode<br> | ||
Line 71: | Line 42: | ||
3. Sync SME and QuickBooks<br><br> | 3. Sync SME and QuickBooks<br><br> | ||
− | + | If you already added the employee to QB and a sync has been processed but the employee is not in SME, do the following:<br> | |
− | < | ||
1. Edit the employee in QB, make a minor change to the address to force QB to reset the modified flag<br> | 1. Edit the employee in QB, make a minor change to the address to force QB to reset the modified flag<br> | ||
2. Put QB in Admin/Single User<br> | 2. Put QB in Admin/Single User<br> | ||
3. Run a sync<br> | 3. Run a sync<br> | ||
+ | |||
== How do I enter a subcontractor? == | == How do I enter a subcontractor? == | ||
Line 111: | Line 82: | ||
− | == | + | == Move QB customer to new parent customer == |
− | + | See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites. | |
− | + | http://goview.com/?id=44f23476-5178-4c66-8f94-88035396e962 | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | http:// | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | = | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |