Editing SQLink Settings
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<br>'''Merge unmatched invoices and payments''' - When you do an initial import there may be payments that are not attached to invoices – this brings them in and it should always be set | <br>'''Merge unmatched invoices and payments''' - When you do an initial import there may be payments that are not attached to invoices – this brings them in and it should always be set | ||
<br>'''Skip inactive customers on import/export''' - Skips inactive QB customers on import | <br>'''Skip inactive customers on import/export''' - Skips inactive QB customers on import | ||
− | <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''' - This is a Proposal related setting – calculates the proposal on markup from QB | <br>'''Use Markup on Export''' - This is a Proposal related setting – calculates the proposal on markup from QB | ||
− | <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''' - If checked it will not import any wage info into SME from QB | <br>'''Initialize employee Wage Information''' - If checked it will not import any wage info into SME from QB | ||
<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>'''Include SMP Items on Purchase Orders''' - Set this to transfer info to PO’s for items not in QB, either because you do SME only inventory, or some items have not made it to QB and are on a PO | <br>'''Include SMP Items on Purchase Orders''' - Set this to transfer info to PO’s for items not in QB, either because you do SME only inventory, or some items have not made it to QB and are on a PO | ||
− | <br>'''Export all uninitialized customers''' - Works with the SME setting and if | + | <br>'''Export all uninitialized customers''' - Works with the SME setting and if checked, it will only sends Billing customers to QuickBooks. |
− | <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''' - |
<br>If you are using QuickBooks Canadian Version, you must manually create an item in QuickBooks for SMP_Tax. Do a full sync between SME & QB. Then assign SMP_Tax in the SMP_Tax Code field. | <br>If you are using QuickBooks Canadian Version, you must manually create an item in QuickBooks for SMP_Tax. Do a full sync between SME & QB. Then assign SMP_Tax in the SMP_Tax Code field. | ||
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'''Default Accounts Receivable Account''' - When invoices are exported from SME to QB, the invoice will have this account receivable account on them. | '''Default Accounts Receivable Account''' - When invoices are exported from SME to QB, the invoice will have this account receivable account on them. | ||
<br>'''Default Payment Deposit Account''' - When a payment is sent form SME to QB, it will use this deposit account. | <br>'''Default Payment Deposit Account''' - When a payment is sent form SME to QB, it will use this deposit account. | ||
− | <br>'''Default Inventory Asset Account''' - | + | <br>'''Default Inventory Asset Account''' - When the Bill for PO is sent from SME to QB, the GL transaction will be made to this asset account. See the [[Maintaining Inventory in SME - Use General Ledger Entries for Default Material]] page. |
− | <br>'''Default COGS Account''' - | + | <br>'''Default COGS Account''' - When the invoice form material is sent to QB, the GL transaction will be made to this COGS account. See the [[Maintaining Inventory in SME - Use General Ledger Entries for Default Material]] page for more info. |
− | <br>'''Default Service Expense Account''' - | + | <br>'''Default Service Expense Account''' - |
− | <br>'''Default Sales Income Account''' - | + | <br>'''Default Sales Income Account''' - |