SQLink - Revision history

DavidG: Adjusted setting location and fixed typos.

2022-12-08T19:28:17Z

Adjusted setting location and fixed typos.

DavidG: Removed Customer Class synchronization between QB and SME. Not supported.

2021-03-12T23:04:33Z

Removed Customer Class synchronization between QB and SME. Not supported.

DavidG: Replaced dead link for setting up QB desktop company file

2018-01-17T23:41:08Z

Replaced dead link for setting up QB desktop company file

DavidH: /* Automating Run of SQLink */

2017-11-13T19:07:57Z

Automating Run of SQLink

DavidH at 19:07, 13 November 2017

2017-11-13T19:07:23Z

DavidH: /* Automating run of SQLink */

2017-11-13T18:35:54Z

Automating run of SQLink

DavidH: /* Automating run of SQLink */

2017-11-13T18:32:51Z

Automating run of SQLink

DavidH at 18:32, 13 November 2017

2017-11-13T18:32:28Z

DavidG: Dead Link Replacement

2017-03-27T18:08:17Z

Dead Link Replacement

Marks: /* Initial Setup for SQLink */

2017-03-15T21:59:43Z

Initial Setup for SQLink

@@ Line 36: / Line 36: @@
 |- style="height: 14.3pt"
 | class="xl65" style="height: 27.2pt" height="36" | Credit Memos
-| class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks . (Need to be applied to an invoice.
+| class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks. (Need to be applied to an invoice.
 |- style="height: 27.2pt"
 | class="xl65" style="height: 27.2pt" height="36" | Customer Balances
@@ Line 42: / Line 42: @@
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Customers
-| class="xl67" style="width: 401pt" width="534" | Full two-way sync. Customers can be added or modified in either SME or QuickBooks .  Billing/Parent customers for Jobs/Sites should only be updated in QuickBooks due to the possibility of issues with existing history for the job/site.
+| class="xl67" style="width: 401pt" width="534" | Full two-way sync. Customers can be added or modified in either SME or QuickBooks.  Billing/Parent customers for Jobs/Sites should only be updated in QuickBooks due to the possibility of issues with existing history for the job/site.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Employees
-| class="xl67" style="width: 401pt" width="534" | 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="xl67" style="width: 401pt" width="534" | Sync to SME as technicians and users table. Employees are initially setup in QuickBooks due to sensitive information that is only maintained in QuickBooks.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Inventory Assemblies
@@ Line 72: / Line 72: @@
 |- style="height: 27.2pt"
 | class="xl65" style="height: 27.2pt" height="36" | Purchase Orders
-| class="xl67" style="width: 401pt" width="534" | Optional sync with QuickBooks . Multiple syncing options.
+| class="xl67" style="width: 401pt" width="534" | Optional sync with QuickBooks. Multiple syncing options.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Subcontractor Bills
@@ Line 78: / Line 78: @@
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Subcontractor PO
-| class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Purchase Order in QuickBooks .
+| class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Purchase Order in QuickBooks.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Subcontractors
-| class="xl67" style="width: 401pt" width="534" | 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 .
+| class="xl67" style="width: 401pt" width="534" | 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.
 |- style="height: 27.2pt"
 | class="xl65" style="height: 27.2pt" height="36" | Tax Codes and Groups
@@ Line 638: / Line 638: @@
 == SQLink Full Sync ==
-SQLink is an add-on product to SME5 to synchronize SME and QB databases. SME handles sales, customers, service orders, and inventory while QuickBooks .  handles the accounting, payroll, and banking integration. SME and QB together make a very powerful combination for managing your service business.
+SQLink is an add-on product to SME5 to synchronize SME and QB databases. SME handles sales, customers, service orders, and inventory while QuickBooks.  handles the accounting, payroll, and banking integration. SME and QB together make a very powerful combination for managing your service business.
 This Guide explains the regular sync activity between SME and QB. The sync can be done at any time. Most customers run the sync at the beginning or end of the day, however it can be run whenever needed.
@@ Line 650: / Line 650: @@
 <br>i.    Note: This will perform both an SME export and QB import. Since the SME export is performed first, records that are changed in both SME and QB will only get the SME changes.
-<br>ii.    Note: QuickBooks .  will require you to log in to QuickBooks .  on the computer running SQLink. Log into QuickBooks . , SME, and SQLink and then run the sync. The user logging in to QuickBooks must have privileges that allow for the actions to be preformed by SQLink.
+<br>ii.    Note: QuickBooks will require you to log in to QuickBooks on the computer running SQLink. Log into QuickBooks, SME, and SQLink and then run the sync. The user logging in to QuickBooks must have privileges that allow for the actions to be preformed by SQLink.
 '''SME:'''
-<br>iii.    Within SME, Tools> Sync QuickBooks . .
+<br>iii.    Within SME, Tools> Sync QuickBooks.
 <br>iv.   [[File:Sync1(1).jpg]]
 <br>v.    Answer ‘Ok’ to the prompt.
-<br>vi.     Note if you do not have the option “Synchronize with QuickBooks . ”, or the menu option “Sync QuickBooks . ” then the initial import with QuickBooks .  has not occurred or has failed. Review the SQLink Install and Setup document or call contact High5 Software technical support at support@high5software.com
+<br>vi.     Note if you do not have the option “Synchronize with QuickBooks. ”, or the menu option “Sync QuickBooks. ” then the initial import with QuickBooks.  has not occurred or has failed. Review the SQLink Install and Setup document or call contact High5 Software technical support at support@high5software.com
 SQLink:
 <br>vii.    Next start processing in SQLink by selecting Processing>Start Processes
@@ Line 669: / Line 669: @@
 <br>1.   Open SQLink> File> Link Setup
-<br>2.   Open QuickBooks . > F2
+<br>2.   Open QuickBooks. > F2
-<br>3.   The paths for QuickBooks .  must match exactly.
+<br>3.   The paths for QuickBooks.  must match exactly.
@@ Line 682: / Line 682: @@
 <br>*    [[File:sync4(2).jpg]]
-<br>1)   Import QuickBooks .  Data: This will import QB data into SME.
+<br>1)   Import QuickBooks.  Data: This will import QB data into SME.
 <br>a.   Note: if a common record such as Customer is modified in both SME and QB, this function will override the common data in SME with the QB data.
 <br>b.   This imports all items from QB as mentioned above in the initial synchronization. Only changed items will synchronize so the sync process will be much faster than the initial sync.
@@ Line 689: / Line 689: @@
 '''Note:''' The preferred method of sync is listed in the automatic, or SQLink Full Sync Full Sync pages, synchronization because errors can occur. For example if you try to export an Invoice from SME, but a new customer has not been exported yet, SQLink will retun an error from QuickBooks.
-<br>1)   Export New QuickBooks .  Data: This will export from SME to QB.
+<br>1)   Export New QuickBooks.  Data: This will export from SME to QB.
 <br>a.  ''' Note:''' If a common record such as Customer is modified in both SME and QB, this function will override the common data in QB with the SME data.
 <br>b.   Selections:

@@ Line 35: / Line 35: @@
 | class="xl67" style="width: 401pt" width="534" | Full sync - Customer Types in QuickBooks
 |- style="height: 14.3pt"
 | class="xl65" style="height: 27.2pt" height="36" | Credit Memos
 | class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks . (Need to be applied to an invoice.

@@ Line 580: / Line 580: @@
 == Syncing SME with a new QuickBooks file ==
 See link for creating a company file in Quickbooks Desktop:
-https://community.intuit.com/articles/1198580-create-quickbooks-desktop-company-file
+https://community.intuit.com/articles/1502302-create-quickbooks-desktop-company-file-overview
 A new QuickBooks company file must have the following info before syncing to SME:

← Older revision		Revision as of 19:07, 13 November 2017
Line 971:		Line 971:
	<br>		<br>
	9) Set SQLink to email the logs to the person assigned to monitor on the SQLink> Link Options menu		9) Set SQLink to email the logs to the person assigned to monitor on the SQLink> Link Options menu
−
−
−	~~test~~

← Older revision		Revision as of 19:07, 13 November 2017
Line 971:		Line 971:
	<br>		<br>
	9) Set SQLink to email the logs to the person assigned to monitor on the SQLink> Link Options menu		9) Set SQLink to email the logs to the person assigned to monitor on the SQLink> Link Options menu
		+
		+
		+	test

@@ Line 947: / Line 947: @@
 <br>3)      There have not been any backs that change the state of either QB or SME
-== Automating run of SQLink ==
+== Automating Run of SQLink ==
-Entering test
+-	Install QB on a server.<br>

← Older revision		Revision as of 18:32, 13 November 2017
Line 949:		Line 949:
	== Automating run of SQLink ==		== Automating run of SQLink ==

−	test	+	Entering test
−	~~test~~
−	~~tes~~

← Older revision		Revision as of 18:32, 13 November 2017
Line 946:		Line 946:
	<br>2) The SQL service has not been interrupted breaking the connection to SQLink		<br>2) The SQL service has not been interrupted breaking the connection to SQLink
	<br>3) There have not been any backs that change the state of either QB or SME		<br>3) There have not been any backs that change the state of either QB or SME
		+
		+	== Automating run of SQLink ==
		+
		+	test
		+	test
		+	tes

@@ Line 135: / Line 135: @@
 If your installation falls under number 2 please contact High5Software prior to performing the initial sync as care must be taken to clean up data that may cause issues when syncing.
-'''Initial sync to a newly installed SME application:
+===Initial sync to a newly installed SME application:===
 SQLink will install with SME in the SME program folder.
@@ Line 158: / Line 157: @@
-'''Set Up For Initial QuickBooks Company'''
+===Set Up For Initial QuickBooks Company===
@@ Line 183: / Line 182: @@
-'''SQLink - Initial Setup'''
+===SQLink - Initial Setup===
 Refer to the following steps to set SQLink options and complete the initial sync. Options and settings for the Initial Setup can also be configured after the initial sync. For detailed information on the implications of specific settings refer to the appropriate Wiki page.
@@ Line 236: / Line 235: @@
-'''Initial Setup''' - Invoice Options: Options on this screen determine how invoices export from SME to QuickBooks. These options can be changed after the initial import.
+===Initial Setup: Invoice/Proposal Options===
 [[File:SQLinkInitialSetup2.png]]
@@ Line 261: / Line 261: @@
-Initial Setup - Payment and Charge Buckets: Options on this screen determine which accounts SQLink will use for the following items. You do not need to select any settings at this time as these will be filled in by the SQLink initial setup wizard.
+===Initial Setup - Payment and Charge Buckets===
 [[File:InitialSetup_PaymentAndChargeBuckets.png]]
@@ Line 279: / Line 280: @@
 #    Click ‘Next’.
-Initial Setup - Classes & Miscellaneous: Options on this screen determine how default classes, time tracking accounts, wage item, and other accounts will pass information. This information will be filled in automatically when the wizard completes the import process.
+===Initial Setup - Classes & Miscellaneous===
 [[File:ClassesAndMisc.png]]
@@ Line 307: / Line 309: @@
 .    System resources available to QuickBooks during the sync. If you are running the sync on a system with marginal memory or one that is short on disk space there will be a significant impact on the time required to process the initial sync.
-'''SQLink will complete the following tasks:'''
+===SQLink will complete the following tasks:===
 #    Creating Default Values
@@ Line 317: / Line 319: @@
-'''SQLink Setup Screens Post Import:'''
+===SQLink Setup Screens Post Import:===