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== 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: | ||
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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]] | ||
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== Can I enter text and numbers in my invoice numbers? == | == Can I enter text and numbers in my invoice numbers? == | ||
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== How do I change customer job sites (move to new parent customer) == | == How do I change customer job sites (move 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. | + | 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. |
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+ | [http://goview.com/?id=44f23476-5178-4c66-8f94-88035396e962 http://goview.com/?id=44f23476-5178-4c66-8f94-88035396e962] | ||
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== How are opening balances in QuickBooks synced to SME? == | == How are opening balances in QuickBooks synced to SME? == | ||
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== 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. | |
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− | If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The | ||
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1. Set QB to Single User Mode<br> | 1. Set QB to Single User Mode<br> | ||
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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> | ||
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== How do I enter a subcontractor? == | == How do I enter a subcontractor? == | ||
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− | == | + | == When re-invoicing an order, I want to use a different invoice number == |
− | When | + | When you invoice an order, SME will put the invoice number on the totals tab. If you rollback the invoice and invoice the order again, SME will use the same invoice number on the next invoice. To use the next invoice number in SME instead, click the '''Reset''' button circled below and then generate the invoice. |
− | + | <br>[[File:ResetInvoiceNumber.png]] | |
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− | <br>[[File: | ||
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