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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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<br> | <br> | ||
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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? == | ||
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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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Here is a link to a QuickBooks Certified User Study Guide that may be helpful: <br> | Here is a link to a QuickBooks Certified User Study Guide that may be helpful: <br> | ||
http://www.certiport.com/Portal/Common/DocumentLibrary/QuickBooks_CUser_Study_Guide.pdf | http://www.certiport.com/Portal/Common/DocumentLibrary/QuickBooks_CUser_Study_Guide.pdf | ||
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