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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? == | ||
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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 Employee will sync to SME as a User. Check "Is Technician" in the user record to turn the user into a Technician. | If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The Employee will sync to SME as a User. Check "Is Technician" in the user record to turn the user into a Technician. | ||
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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> | ||
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<br>- In search window that opens, you click Cancel. | <br>- In search window that opens, you click Cancel. | ||
<br>- In the Add Item to Order window, you enter a name etc. for the items and click OK | <br>- In the Add Item to Order window, you enter a name etc. for the items and click OK | ||
− | <br>- | + | <br>- The message Inventory Item Not Found. Add to Inventory opens and if you click No then the material will be added with no material detail and it won't go over on the invoice to QB. |
<br>If you need to add parts to orders on the fly but don't want them to be added to inventory, create one inventory item called "Material" or something similar. When on an order that needs a part you don't want to track in inventory, add this placeholder item you created and change the description of the material to match what you need and change the price. | <br>If you need to add parts to orders on the fly but don't want them to be added to inventory, create one inventory item called "Material" or something similar. When on an order that needs a part you don't want to track in inventory, add this placeholder item you created and change the description of the material to match what you need and change the price. | ||
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