Editing Syncing SME Invoices with QuickBooks
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+ | Default Export New Invoices to QuickBooks | ||
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If you want all new invoices created in SME to export to QuickBooks: | If you want all new invoices created in SME to export to QuickBooks: | ||
<br>1. Go to '''Setup''' module > '''Company''' > '''Order'''. | <br>1. Go to '''Setup''' module > '''Company''' > '''Order'''. | ||
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<br>2. Click '''Edit'''. | <br>2. Click '''Edit'''. | ||
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<br>3. Check '''Default Export for New Invoices'''. (image below) and click '''Save'''. | <br>3. Check '''Default Export for New Invoices'''. (image below) and click '''Save'''. | ||
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− | + | [[File:DefaultExportNewInvoices.jpg]] | |
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− | ''' | + | Now that '''Default Export for New Invoices''' is checked, you will see in all new invoice created the '''Export to QuickBooks''' checkbox will be checked (image below). After the invoice is synced to QuickBooks, this box will be unchecked. |
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− | + | [[File:ExportToQuickBooks.jpg]] | |
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− | + | ''' | |
+ | Sync Edited Invoice:''' | ||
− | + | If you edit an invoice in SME that was already synced with QuickBooks, check '''Export to QuickBooks''' again. On the next sync the original invoice in QuickBooks will be deleted, and the new one created based on the updated SME invoice. | |
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