SQLink - Module Sync - Revision history

CraigL at 16:30, 10 December 2014

2014-12-10T16:30:04Z

Moha at 16:35, 7 June 2011

2011-06-07T16:35:46Z

Moha: Created page with "'''Module Synchronization:''' '''Definitions:''' # QB: QuickBooks . ® by Intuit® # SME: Service Management Professional (version 5) by High5 Software™ # SQLink: SME..."

2011-06-07T16:34:48Z

Created page with "'''Module Synchronization:''' '''Definitions:''' # QB: QuickBooks . ® by Intuit® # SME: Service Management Professional (version 5) by High5 Software™ # SQLink: SME..."

New page

'''Module Synchronization:'''

'''Definitions:'''
# QB: QuickBooks . ® by Intuit®
# SME: Service Management Professional (version 5) by High5 Software™
# SQLink: SME to QB synchronization program by High5 Software™

SQLink supports a manual module synchronization through the Data Functions menu item. You can Import QB data into SME or you can Export specific module items from SME to QB.

'''QuickBooks data to SME:'''

* Go to File> Data Functions
* To Import QuickBooks Data:
* [[File:sync4(2).jpg]]

 1) Import QuickBooks . Data: This will import QB data into SME.
 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.
 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.

'''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.

 1) Export New QuickBooks . Data: This will export from SME to QB.
 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.
 b. Selections:
i. Export Customers onl ii. Export Vendors only iii. Export Techs as Employee iv. Export Inventory
 v. Export Invoices vi. Export Payments vii. Export All of the above items
 viii. [[File:sync5(1)]]

Note: When performing a manual sync you must sync in the order listedon the invocie. For exal=mple; you must eexport a customer before you can export an invocie for that customer.

@@ Line 22: / Line 22: @@
-'''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.
+'''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 return an error from QuickBooks.
 <br>1)   Export New QuickBooks .  Data: This will export from SME to QB.
@@ Line 31: / Line 31: @@
 <br>viii. [[File:sync5(1).jpg]]
-Note: When performing a manual sync you must sync in the order listedon the invocie. For exal=mple; you must eexport a customer before you can export an invocie for that customer.
+Note: When performing a manual sync you must sync in the order listed on the invoice. For example; you must export a customer before you can export an invoice for that customer.

@@ Line 29: / Line 29: @@
 i.    Export Customers onl<br>ii.    Export Vendors only<br>iii.    Export Techs as Employee<br>iv.    Export Inventory
 <br>v.    Export Invoices<br>vi.    Export Payments<br>vii.    Export All of the above items
-<br>viii. [[File:sync5(1)]]
+<br>viii. [[File:sync5(1).jpg]]
 Note: When performing a manual sync you must sync in the order listedon the invocie. For exal=mple; you must eexport a customer before you can export an invocie for that customer.