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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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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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+ | <h4> Adding a new technician from SME: </h4> | ||
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+ | 1. Enter the employee information in SME. <br> | ||
+ | 2. Answer Yes to the Export to QB prompt.<br> | ||
+ | 3. Run a sync and export the Employee to QuickBooks.<br> | ||
+ | 4. Edit the employee in SME and set the Is Technician flag.<br> | ||
+ | 5. Uncheck the ‘Export to QuickBooks flag.<br> | ||
+ | 6. Edit the employee in QB and set the Is Technician flag.<br> | ||
== How do I enter a subcontractor? == | == How do I enter a subcontractor? == | ||
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<br>This will import the Pay Method change. | <br>This will import the Pay Method change. | ||
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