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]] | ||
Line 32: | Line 29: | ||
== 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. '''Do not move customers that have a history of invoices and payments.''' | 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. '''Do not move customers that have a history of invoices and payments.''' | ||
− | |||
− | + | [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 45: | ||
== 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 51: | ||
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 132: | Line 112: | ||
== How do subcontractor costs sync over to QB? == | == How do subcontractor costs sync over to QB? == | ||
− | If you select a subcontractor on labor or on a service item, you can have a bill go over to QB for the cost on the labor item or the service item. The bill can go over to QB either when the order is closed or when the invoice is created | + | If you select a subcontractor on labor or on a service item, you can have a bill go over to QB for the cost on the labor item or the service item. The bill can go over to QB either when the order is closed or when the invoice is created. If it goes over to QB when the order is closed, the bill date will be the DateTime In on the order. If it goes over when the invoice is created, then the date on the bill will be the Invoice date. |
<br>click this link to view details: http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Subcontractors | <br>click this link to view details: http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Subcontractors | ||
+ | |||
== How can I track labor costs in SME over in QB? == | == How can I track labor costs in SME over in QB? == | ||
Line 141: | Line 122: | ||
== Labor is getting taxed and it shouldn't == | == Labor is getting taxed and it shouldn't == | ||
− | First go to QB and make sure SMP_Labor item is set as non-taxable | + | First go to QB and make sure SMP_Labor item is set as non-taxable (In QB click Lists > Item Lists. Open SMP_Labor and make sure non-taxable) |
− | + | <br>Then go to the service item in SME that is being used on the labor and make sure '''non-taxable''' is checked (Inventory module > Services > Search for service item) | |
− | <br>Then go to the service item in SME that is being used on the labor and make sure '''non-taxable''' is checked (Inventory module > Services > Search for service item) | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |