Editing SQLink FAQ
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− | == '''WARNING:''' Fixed Total option on Items | + | |
+ | == '''WARNING:''' Fixed Total option on Items == | ||
If you are using "Fixed Total" on Service, Material, or Labor items you must be aware that the Total Price is what gets fixed in the SME Item. You can change the Unit Price or Quantity and the total price will stay the same in SME for that item. If you invoice the item and the invoice goes to QuickkBooks, the Unit Price and Qty are sent over on the invoice which potentially could be different than the fixed total price if you edited the Unit Price or Qty in SME. | If you are using "Fixed Total" on Service, Material, or Labor items you must be aware that the Total Price is what gets fixed in the SME Item. You can change the Unit Price or Quantity and the total price will stay the same in SME for that item. If you invoice the item and the invoice goes to QuickkBooks, the Unit Price and Qty are sent over on the invoice which potentially could be different than the fixed total price if you edited the Unit Price or Qty in SME. | ||
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− | + | <videoflash>ah7Nn6jUFlw</videoflash> | |
== 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>[[File:CustomerEmptyAddress2_3.png]] | <br>[[File:CustomerEmptyAddress2_3.png]] | ||
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