SQLink FAQ - Revision history

DavidG: Added to FAQ. Fixed video player

2021-12-02T17:14:44Z

Added to FAQ. Fixed video player

2019-03-12T20:57:47Z

Applying payments in QuickBooks

2019-03-12T20:50:06Z

2018-01-17T16:59:39Z

How do I add new technicians?

2018-01-17T16:57:48Z

How do I add new technicians?

2018-01-17T16:56:39Z

How do I add new technicians?

2018-01-17T16:55:36Z

How do I add new technicians?

2018-01-17T16:55:07Z

How do I add new technicians?

2018-01-17T16:49:19Z

How do I add new technicians?

2016-04-07T17:19:57Z

How do I add new technicians?

@@ Line 34: / Line 34: @@
 <br>
-<videoflash>ah7Nn6jUFlw</videoflash>
+{{#ev:youtube| ah7Nn6jUFlw }}
 == How are opening balances in QuickBooks synced to SME? ==

@@ Line 231: / Line 231: @@
 <br> - Right click on the Invoice and select history
 <br> - If the payment is no longer applied in QB you will see:
-<br>
+<br>[[File:QBPayment.png]]
 <br> - If the invoice is paid in QB, but not in SME, you will see:
-<br>
+<br>[[File:QBPaymentApplied.png]]
-<br> - Edit the invoice/payment
+<br> - Edit the invoice or payment
 <br> - Click ‘Receive Payments’
-<br>
+<br>[[File:ReceivePayment.png]]
 <br> - Check the flag on the payment (Note: If the QB invoice is showing as applied, unchecked, save, edit, and recheck). This resets the payment query so SQLink can pick it up.
 <br> - Once Paid is marked on the Invoice, run a sync, then verify invoice is applied in SME

← Older revision		Revision as of 20:50, 12 March 2019
Line 224:		Line 224:

	<br>This will import the Pay Method change.		<br>This will import the Pay Method change.
		+
		+
		+	== Applying payments in QuickBooks ==
		+
		+	<br> - In QuickBooks retrieve the invoice or payment
		+	<br> - Right click on the Invoice and select history
		+	<br> - If the payment is no longer applied in QB you will see:
		+	<br>
		+	<br> - If the invoice is paid in QB, but not in SME, you will see:
		+	<br>
		+	<br> - Edit the invoice/payment
		+	<br> - Click ‘Receive Payments’
		+	<br>
		+	<br> - Check the flag on the payment (Note: If the QB invoice is showing as applied, unchecked, save, edit, and recheck). This resets the payment query so SQLink can pick it up.
		+	<br> - Once Paid is marked on the Invoice, run a sync, then verify invoice is applied in SME

@@ Line 49: / Line 49: @@
 == How do I add new technicians? ==
 If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The Employee will sync to SME as a User. Check "Is Technician" in the user record to turn the user into a Technician.
@@ Line 64: / Line 77: @@
 . Put QB in Admin/Single User<br>
 . Run a sync<br>
 == How do I enter a subcontractor? ==

@@ Line 75: / Line 75: @@
 . Edit the employee in SME and set the Is Technician flag.<br>
 . Uncheck the ‘Export to QuickBooks flag.<br>
 . Edit the employee in QB and set the Is Technician flag.<br>

@@ Line 71: / Line 71: @@
 [[File:NewQBTech.png]]<br>
 . Answer Yes to the Export to QB prompt.<br>
 . Run a sync and export the Employee to QuickBooks.<br>
 . Edit the employee in SME and set the Is Technician flag.<br>

@@ Line 58: / Line 58: @@
 . Sync SME and QuickBooks<br><br>
-'''If you already added the employee to QB and a sync has been processed but the employee is not in SME, do the following''': <br>
+<h4>If you already added the employee to QB and a sync has been processed but the employee is not in SME, do the following:
 . Edit the employee in QB, make a minor change to the address to force QB to reset the modified flag<br>