Editing SQLink Settings
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<br>[[File:ImportExportOptionsTab1.png]] | <br>[[File:ImportExportOptionsTab1.png]] | ||
− | <br>'''Merge unmatched invoices and payments''' - | + | <br>'''Merge unmatched invoices and payments''' - ? |
− | <br>'''Skip inactive customers on import/export''' - | + | <br>'''Skip inactive customers on import/export''' - ? |
− | <br>'''Don’t update next invoice number''' - | + | <br>'''Don’t update next invoice number''' - [[Invoice Numbers in SME and QuickBooks]] |
<br>'''Export bills for closed orders''' - If checked, when an order is closed, a bill will be created in QB for subcontractor costs on labor and service items. Also have to have “default export bills for closed orders” in SME. | <br>'''Export bills for closed orders''' - If checked, when an order is closed, a bill will be created in QB for subcontractor costs on labor and service items. Also have to have “default export bills for closed orders” in SME. | ||
<br>'''Import/Export Proposals''' - If checked, proposals will sync from QB to SME | <br>'''Import/Export Proposals''' - If checked, proposals will sync from QB to SME | ||
− | <br>'''Use Markup on Export''' - | + | <br>'''Use Markup on Export''' - ? |
− | <br>'''Billing Name Options''' - http://high5software.com/mediawiki/index.php?title=SQLink# | + | <br>'''Billing Name Options''' - http://high5software.com/mediawiki/index.php?title=SQLink#Billing_Name_Options |
<br> | <br> | ||
− | <br>'''Initialize employee Wage Information''' - | + | <br>'''Initialize employee Wage Information''' - ? |
<br>'''Do not import or export inventory''' - Inventory will not sync between SME & QuickBooks | <br>'''Do not import or export inventory''' - Inventory will not sync between SME & QuickBooks | ||
− | <br>'''Set inventory cost/price''' - | + | <br>'''Set inventory cost/price''' - ? |
<br>'''Auto Process Timer''' - http://high5software.com/mediawiki/index.php?title=SQLink#Auto_Process_Timer | <br>'''Auto Process Timer''' - http://high5software.com/mediawiki/index.php?title=SQLink#Auto_Process_Timer | ||
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<br>http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29 | <br>http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29 | ||
− | <br>'''Include SMP Items on Purchase Orders''' - | + | <br>'''Include SMP Items on Purchase Orders''' - ? |
− | <br>'''Export all uninitialized customers''' - | + | <br>'''Export all uninitialized customers''' - ? |
− | <br>'''Use | + | <br>'''[[Maintaining Inventory in SME - Use General Ledger Entries for Default Material ]]''' - This setting is recommended to be checked if you keep your inventory items in SME only, not in both SME and QuickBooks. |
<br>'''Purchase Order Options section''' | <br>'''Purchase Order Options section''' | ||
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== Invoice/Proposal Options tab == | == Invoice/Proposal Options tab == | ||
− | '''Taxable Code''' - | + | '''Taxable Code''' - |
− | <br>'''Non-Taxable Code'''- | + | <br>'''Non-Taxable Code'''- |
<br>[[File:TaxableNontaxableCode.png]] | <br>[[File:TaxableNontaxableCode.png]] | ||
− | |||
<h3>Summarized Labor, Material, Service Line Item</h3> | <h3>Summarized Labor, Material, Service Line Item</h3> | ||
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<br>'''Default Material Line Item''' - | <br>'''Default Material Line Item''' - | ||
<br>Go to QB and open the SMP_Item and set the income account. | <br>Go to QB and open the SMP_Item and set the income account. | ||
− | + | NOTE - If you want to change to use a different item, make sure you select another non-inventory item. | |
<br>'''Default Service Line Item''' - | <br>'''Default Service Line Item''' - | ||
<br>Go to QB and open the SMP_Service in the QB Item List and set the income account | <br>Go to QB and open the SMP_Service in the QB Item List and set the income account | ||
− | + | If you don’t charge tax on services, set SMP_Service to the tax code of Non. You will also need to go set the item in SME as non-taxable. Go to SME > Inventory module > Services and search for SMP_Service. Check non-taxable. | |
<h3>Line Item Order</h3> | <h3>Line Item Order</h3> | ||
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<br>'''Default Export Bills for Subcontractors''' - Check this if you selected Default Export Subcontractor Bills on Invoices. | <br>'''Default Export Bills for Subcontractors''' - Check this if you selected Default Export Subcontractor Bills on Invoices. | ||
<br>'''Use Invoice Reference Number''' - if checked will use ref number instead of invoice number. | <br>'''Use Invoice Reference Number''' - if checked will use ref number instead of invoice number. | ||
− | <br>'''Include labor records on SubContractor Bills and POs''' - | + | <br>'''Include labor records on SubContractor Bills and POs''' - |
<br>'''Mark Invoices as ‘To Be Printed’ in QB''' - if checked, the invoices that syncs to QB will have To be printed checked | <br>'''Mark Invoices as ‘To Be Printed’ in QB''' - if checked, the invoices that syncs to QB will have To be printed checked | ||
− | <br>'''Use | + | <br>'''Use ticket number for QB P.O. Number''' - |
<br>'''Show Technician Name in Labor Line Item''' - If checked the technicians name will show on the labor line in QB. Uncheck and it won’t show the tech name. | <br>'''Show Technician Name in Labor Line Item''' - If checked the technicians name will show on the labor line in QB. Uncheck and it won’t show the tech name. | ||
− | <br>'''Ignore SME Billing Address''' - | + | <br>'''Ignore SME Billing Address''' - |
<h3>Service Location</h3> | <h3>Service Location</h3> | ||
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<br>Invoice sent to QuickBooks shows the prepaid amount used, passing through the Prepaid Used Bucket item, circled in image below. | <br>Invoice sent to QuickBooks shows the prepaid amount used, passing through the Prepaid Used Bucket item, circled in image below. | ||
<br>[[File:SMP_Prepaidbucket.png]] | <br>[[File:SMP_Prepaidbucket.png]] | ||
− | <br>In QuickBooks, go to your Item List (Lists > Item List) and select SMP_Prepaid. Set the income account on the item | + | <br>In QuickBooks, go to your Item List (Lists > Item List) and select SMP_Prepaid. Set the income account on the item. |
<br>[[File:SMP_Prepaid_QuickBooks.png]] | <br>[[File:SMP_Prepaid_QuickBooks.png]] | ||
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<br>In QuickBooks, go to your Item List (Lists > Item list) and select the SMP_Credit Item. Set the income account. | <br>In QuickBooks, go to your Item List (Lists > Item list) and select the SMP_Credit Item. Set the income account. | ||
<br>[[File:SetAccountOnSMP_Credit.png]] | <br>[[File:SetAccountOnSMP_Credit.png]] | ||
+ | |||
+ | |||
+ | <br>'''Refunds Bucket''' - ? | ||
+ | |||
== Classes and Accounts Options tab == | == Classes and Accounts Options tab == | ||
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<h3> Classes Section</h3> | <h3> Classes Section</h3> | ||
− | '''Labor Class''' - | + | '''Labor Class''' - ? |
− | <br>'''Material Class''' - | + | <br>'''Material Class''' - ? |
− | <br>'''Services Class''' - | + | <br>'''Services Class''' - ? |
<h3>Miscellaneous Accounts section</h3> | <h3>Miscellaneous Accounts section</h3> | ||
− | '''Time Tracking Service Item''' - | + | '''Time Tracking Service Item''' - |
− | <br>''' | + | <br>'''SMP_Tax Code''' - |
− | |||
<h3>Wage Items section</h3> | <h3>Wage Items section</h3> | ||
− | '''Default Pay Wage Item'''- | + | '''Default Pay Wage Item'''- |
<h3>Accounts section</h3> | <h3>Accounts section</h3> | ||
− | '''Default Accounts Receivable Account''' - | + | '''Default Accounts Receivable Account''' - |
− | <br>'''Default Payment Deposit Account''' - | + | <br>'''Default Payment Deposit Account''' - |
− | <br>'''Default Inventory Asset Account''' - | + | <br>'''Default Inventory Asset Account''' - |
− | <br>'''Default COGS Account''' - | + | <br>'''Default COGS Account''' - |
− | <br>'''Default Service Expense Account''' - | + | <br>'''Default Service Expense Account''' - |
− | <br>'''Default Sales Income Account''' - | + | <br>'''Default Sales Income Account''' - |