Sync Points for SQLink

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Sync Points Between SME and QuickBooks

Definitions:

  1. QB: QuickBooks® by Intuit®
  2. SME: Service Management Enterprise by High 5 Software™
  3. SQLink: SME to QB synchronization program by High 5 Software™


The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information.


Customers Full two-way sync. Customers can be added or modified in either SME or QuickBooks .
Customer Balances Full sync between SME and QuickBooks .
Invoices from SME Invoices in SME fully transfer to QuickBooks .
Invoices from QB QuickBooks invoice goes to SME for balance purposes, no detailed items are transferred. ( QuickBooks invoices cannot be edited in SME.)
Payments Can enter payments in QuickBooks for SME invoices. Payments can also be applied in QuickBooks for SME invoices. QuickBooks invoices can only be paid QuickBooks .
Tax Codes and Groups Controlled by QuickBooks . Enter new tax codes in QuickBooks .
Terms Controlled by QuickBooks . Enter new terms in QuickBooks .
Items in QB Full sync of inventory, non-inventory, service, wage, and discount items.
Items in SME Option to sync with QuickBooks or not. If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders.
Inventory Groups SME Packages = QuickBooks Inventory Groups.
Inventory Assemblies Do not sync.
Weekly Timesheet SME labor item records sync with QuickBooks weekly time sheet. Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
Wage Items Synced from QuickBooks .
Vendors Full sync between SME and QuickBooks .
Subcontractors Sync of 1099 vendors as Subcontractors in SME. Vendors that are Subcontractors are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks .
Subcontractor Bills Subcontractors used on orders in SME can create a Bill in QuickBooks .
Subcontractor PO Subcontractors used on orders in SME can create a Purchase Order in QuickBooks .
Purchase Orders (PO) Optional sync with QuickBooks . Multiple syncing options.
PO Bill Syncs with QuickBooks when items are received. (Partial receipt increments the Bill in QuickBooks ).
Employees Sync to SME as technicians and users table. Employees are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks .
Class tracking Full sync of class tracking on all modules.
Class can be assigned to Customer, Order, Item, etc..
Accounts Synced for use of assigning accounts for item syncing only.
Credit Memos Synced from QuickBooks . (Need to be applied to an invoice.)