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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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== 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.''' | ||
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− | + | [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? == | ||
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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> | |
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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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== I can't see the service orders in QuickBooks == | == I can't see the service orders in QuickBooks == | ||
That is correct. Your service orders will be in SME only and do not sync to QB. When you invoice the service or install order, the invoice will sync to QuickBooks. Use SME to review all of your service order history. | That is correct. Your service orders will be in SME only and do not sync to QB. When you invoice the service or install order, the invoice will sync to QuickBooks. Use SME to review all of your service order history. | ||
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