Default Export to QuickBooks Settings - Revision history

DavidG: Fixed video player

2022-03-04T17:45:07Z

Fixed video player

DavidG at 22:42, 14 December 2016

2016-12-14T22:42:14Z

DavidG at 22:28, 14 December 2016

2016-12-14T22:28:39Z

DavidG at 21:20, 14 December 2016

2016-12-14T21:20:22Z

Amy: /* Export Options for Inventory Items */

2013-01-18T17:56:12Z

Export Options for Inventory Items

Amy: /* Export Options for Inventory Items */

2013-01-18T17:54:54Z

Export Options for Inventory Items

Amy at 22:06, 8 August 2012

2012-08-08T22:06:48Z

Amy at 22:00, 8 August 2012

2012-08-08T22:00:23Z

Amy at 22:09, 16 July 2012

2012-07-16T22:09:39Z

Amy: /* Export Options for Subcontractors */

2012-06-15T17:44:09Z

Export Options for Subcontractors

@@ Line 21: / Line 21: @@
 == Export Options for Purchase Orders ==
-<videoflash>9K5J9KmqIUs</videoflash><br>
+{{#ev:youtube| 9K5J9KmqIUs }}
 Check one of the next two options for how SME exports purchase orders to QuickBooks:

@@ Line 16: / Line 16: @@
 '''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet.
-'''Tax Premium, Trip, Freight and Other Charges''' - Check these boxes if you want to charge taxes on premium labor, trip charge, freight charge and other charges. These fields are on the Totals tab of a service order (image below). Please visit the '''[[SMP Items]]''' page to read about setting up SMP_Premium, SMP_Travel, SMP_Freigh, and SMP_Misc in QuickBooks.
+'''Tax Premium, Trip, Freight and Other Charges''' - Check these boxes if you want to charge taxes on premium labor, trip charge, freight charge and other charges. These fields are on the Totals tab of a service order (image below). Please visit the '''[[SMP Items]]''' page to read about setting up SMP_Premium, SMP_Travel, SMP_Freight, and SMP_Misc in QuickBooks.
 <br>[[File:PremiumTripOtherFrightFields.png]]

@@ Line 16: / Line 16: @@
 '''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet.
-'''Tax Premium, Trip, Freight and Other Charges''' - Check these boxes if you want to charge taxes on premium labor, trip charge, freigt charge and other charges. These fields are on the Totals tab of a service order (image below). Please visit the '''[[SMP Items]]''' page to read about setting up SMP_Premium, SMP_Travel, SMP_Freigh, and SMP_Misc in QuickBooks.
+'''Tax Premium, Trip, Freight and Other Charges''' - Check these boxes if you want to charge taxes on premium labor, trip charge, freight charge and other charges. These fields are on the Totals tab of a service order (image below). Please visit the '''[[SMP Items]]''' page to read about setting up SMP_Premium, SMP_Travel, SMP_Freigh, and SMP_Misc in QuickBooks.
 <br>[[File:PremiumTripOtherFrightFields.png]]

@@ Line 107: / Line 107: @@
 <br>[[File:InventoryItemFields SyncToQB.png]]
-Individual inventory items can be setup up with accounts other than those set as defaults in SQLink.
+Individual inventory items can be setup with accounts other than those set as defaults in SQLink.
 <br>1.       Open SME.
 <br>2.       Go to the '''Inventory''' module > '''Inventory'''.

@@ Line 94: / Line 94: @@
 Inventory is managed in one of two ways when SME is syncing with QuickBooks:
-<br>·         '''As SME Only Inventory''' – Items are maintained in SME and inventory Cost of Goods, Inventory Asset, and Sales Income accounts are passed through SMP_Item. (After your initial sync with QuickBooks, you will see '''SMP_Item''' in your QuickBooks Item List. Set the income, sales, and COGS account on the SMP_Item)
+<br>·         '''As SME Only Inventory''' – Go to the '''[[GL Entries for SME Inventory]]''' page to review the settings required to maintain inventory in SME only.
 <br>·         '''As SME and QuickBooks Inventory''' – inventory items are synced and are maintained in both applications. Invoicing for material in SME decreases stock in QuickBooks. Creating Purchase Orders for material in SME increase stock in QuickBooks. Manually changing stock numbers will have to be done in both SME using [[Inventory Quantity Reconciliation]] and also in QuickBooks.

← Older revision		Revision as of 17:54, 18 January 2013
Line 95:		Line 95:

	<br>· '''As SME Only Inventory''' – Items are maintained in SME and inventory Cost of Goods, Inventory Asset, and Sales Income accounts are passed through SMP_Item. (After your initial sync with QuickBooks, you will see '''SMP_Item''' in your QuickBooks Item List. Set the income, sales, and COGS account on the SMP_Item)		<br>· '''As SME Only Inventory''' – Items are maintained in SME and inventory Cost of Goods, Inventory Asset, and Sales Income accounts are passed through SMP_Item. (After your initial sync with QuickBooks, you will see '''SMP_Item''' in your QuickBooks Item List. Set the income, sales, and COGS account on the SMP_Item)
		+	<br>Go to the [[GL Entries for SME Inventory]] page to review the settings required to maintain inventory in SME only.

	<br>· '''As SME and QuickBooks Inventory''' – inventory items are synced and are maintained in both applications. Invoicing for material in SME decreases stock in QuickBooks. Creating Purchase Orders for material in SME increase stock in QuickBooks. Manually changing stock numbers will have to be done in both SME using [[Inventory Quantity Reconciliation]] and also in QuickBooks.		<br>· '''As SME and QuickBooks Inventory''' – inventory items are synced and are maintained in both applications. Invoicing for material in SME decreases stock in QuickBooks. Creating Purchase Orders for material in SME increase stock in QuickBooks. Manually changing stock numbers will have to be done in both SME using [[Inventory Quantity Reconciliation]] and also in QuickBooks.

← Older revision		Revision as of 22:06, 8 August 2012
Line 15:		Line 15:

	'''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet.		'''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet.
		+
		+	'''Tax Premium, Trip, Freight and Other Charges''' - Check these boxes if you want to charge taxes on premium labor, trip charge, freigt charge and other charges. These fields are on the Totals tab of a service order (image below). Please visit the '''[[SMP Items]]''' page to read about setting up SMP_Premium, SMP_Travel, SMP_Freigh, and SMP_Misc in QuickBooks.
		+	<br>[[File:PremiumTripOtherFrightFields.png]]

	== Export Options for Purchase Orders ==		== Export Options for Purchase Orders ==

← Older revision		Revision as of 22:00, 8 August 2012
Line 1:		Line 1:
	If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default.		If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default.

−	[[File:~~DefaultExportOptions~~.png]]	+	[[File:DefaultExportToQBSettings.png]]

← Older revision		Revision as of 22:09, 16 July 2012
Line 13:		Line 13:

	'''Default Export New Proposals''' - If checked, new proposals entered in SME will export to QuickBooks as an estimate.		'''Default Export New Proposals''' - If checked, new proposals entered in SME will export to QuickBooks as an estimate.
		+
		+	'''Don't default Tech Timesheet Export''' - If left unchecked then labor items will automatically be set to sync to a timesheet entry in QB. If checked, you can create the labor on orders and once you check the "Export Timesheet to QB" checkbox on the labor, then the labor will sync to QB timesheet.

	== Export Options for Purchase Orders ==		== Export Options for Purchase Orders ==

@@ Line 59: / Line 59: @@
 <br>- In SQLink, click '''File''' > '''Setup''' > '''Invoice/Proposal Options tab''', check '''Export Bills for Subcontractor'''
 <br>When the order is invoiced and the invoice is synced to QuickBooks, the bill is generated in QuickBooks.  A bill will also be generated if you create a new itemized invoice in SME, a bill will be generated in QuickBooks. (image below)
 [[File:SubcontractorBill.jpg]]
@@ Line 66: / Line 67: @@
 <br>- In SQLink, click '''File''' > '''Setup''' > '''Invoice/Proposal Options tab''', check '''Export Purchase Orders for Subcontractor'''
 <br>This option is used by companies that have subcontractors on many service orders. Rather than generating separate bills for every order, they export purchase orders to QuickBooks. In QuickBooks, they can then add the purchase orders to one bill to pay subcontractor. The PO will be generated when you sync the ''invoice'' for the service order to QuickBooks.
 <span style="color:orange">'''3'''</span> - '''Send Bill for Subcontractor Cost when you close the order'''
@@ Line 71: / Line 73: @@
 <br>- In SME, '''Setup''' module > '''Order''', check '''Default Export Bills for Closed'''
 <br>- In SQLink, click '''File''' > '''Setup''', check '''Export Bills for Closed Orders''' (circled in image below on the left)
 [[File:SQLink_SubcontractorSettings.png]]
@@ Line 81: / Line 84: @@
 <br>4. Click '''Edit''' at the bottom
 <br>5. Check '''Include Labor Records on Subcontractor Bills and POs'''
 <br>6. Click '''Save'''.
 == Export Options for Inventory Items ==