Editing SQLink Settings
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 10: | Line 10: | ||
<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 | ||
Line 24: | Line 24: | ||
<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''' | ||
Line 68: | Line 68: | ||
<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> | ||
Line 87: | Line 87: | ||
<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> | ||
Line 123: | Line 123: | ||
<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]] | ||
Line 137: | Line 137: | ||
<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 == | ||
Line 142: | Line 146: | ||
<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. | ||
Line 157: | Line 161: | ||
'''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''' - If the Use general ledger entries for default material setting is set, then when the Bill for PO is sent from SME to QB, the GL transaction will be made to this asset account. See the | + | <br>'''Default Inventory Asset Account''' - If the Use general ledger entries for default material setting is set, then 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''' - If the Use general ledger entries for default material setting is set, then when the invoice form material is sent to QB, the GL transaction will be made to this COGS account. See the | + | <br>'''Default COGS Account''' - If the Use general ledger entries for default material setting is set, then 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''' - |