SQLink Settings - Revision history

Amy: /* Invoice/Proposal Options tab */

2013-07-17T21:30:02Z

Invoice/Proposal Options tab

2013-04-29T17:48:26Z

Import/Export Options tab

2012-11-05T18:58:05Z

Import/Export Options tab

2012-11-05T18:20:57Z

Classes and Accounts Options tab

2012-11-05T17:59:37Z

Classes and Accounts Options tab

2012-11-05T17:50:52Z

Classes and Accounts Options tab

2012-11-05T17:45:12Z

Payments and Credits tab

2012-11-05T17:44:38Z

Invoice/Proposal Options tab

2012-11-02T20:48:58Z

Invoice/Proposal Options tab

2012-11-02T20:45:07Z

Invoice/Proposal Options tab

@@ Line 89: / Line 89: @@
 <br>'''Include labor records on SubContractor Bills and POs''' - If you are setting SME to send bills or POs to QB for subs, then with this settings checked it allows subcontractors scheduled on Labor to go to QB as a bill or PO. Without this checked, it only sends bills or POs for subs selected on a service item.
 <br>'''Mark Invoices as ‘To Be Printed’ in QB''' - if checked, the invoices that syncs to QB will have To be printed checked
-<br>'''Use ticket number for QB P.O. Number''' - Used to initialize the po number field on invoices and proposals. Comes from invoice number and proposal number
+<br>'''Use invoice/proposal number for QB P.O. Number' on invoice''' - If checked, it will sync the invoice number to the PO Number field on the QuickBooks invoice. If unchecked, the PO number on SME Invoice will sync to PO Number field on the QB Invoice. Also used for Proposal number on proposals.
 <br>'''Show Technician Name in Labor Line Item''' - If checked the technicians name will show on the labor line in QB. Uncheck and it won’t show the tech name.
 <br>'''Ignore SME Billing Address''' - If this is checked and you change the address on the billing tab on an invoice in SME, the invoice will sync to QuickBooks with the billing address on the customer record, not the billing address changed on the invoice. If unchecked, if you change the address on a SME Invoice, the invoice will go to QB with the edited billing address.

@@ Line 24: / Line 24: @@
 <br>'''Include SMP Items on Purchase Orders''' - Set this to transfer info to PO’s for items not in QB, either because you do SME only inventory, or some items have not made it to QB and are on a PO
-<br>'''Export all uninitialized customers''' - Works with the SME setting and if checked, it will only sends Billing customers to QuickBooks.
+<br>'''Export all uninitialized customers''' - Works with the SME setting and if unchecked, it will only sends Billing customers to QuickBooks.
 <br>'''Use general ledger entries for Default Material Item''' - This setting is recommended to be checked if you keep your inventory items in SME only, not in both SME and QuickBooks. See the '''[[GL Entries for SME Inventory]]''' page for details.

@@ Line 10: / Line 10: @@
 <br>'''Import/Export Proposals''' - If checked, proposals will sync from QB to SME
 <br>'''Use Markup on Export''' - This is a Proposal related setting – calculates the proposal on markup from QB
-<br>'''Billing Name Options''' - http://high5software.com/mediawiki/index.php?title=SQLink#Billing_Name_Options
+<br>'''Billing Name Options''' - http://high5software.com/mediawiki/index.php?title=SQLink#SQLink_Billing_Name_Options
 <br>
 <br>'''Initialize employee Wage Information''' - If checked it will not import any wage info into SME from QB

@@ Line 148: / Line 148: @@
 <h3>Miscellaneous Accounts section</h3>
 '''Time Tracking Service Item''' - This default service item is related to transferring tech time (time sheets) to QB for labor in SME. If you enter a labor item in SME without a service item or with a service item that isn't in QuickBooks, then the service item used on the timesheet entry will be the item selected in this field.
-<br>'''SMP Tax Code''' -
+<br>'''SMP Tax Code''' - Should leave this as SMP_Tax.
 <br>If you are using QuickBooks Canadian Version, you must manually create an item in QuickBooks for SMP_Tax. Do a full sync between SME & QB. Then assign SMP_Tax in the SMP_Tax Code field.

@@ Line 148: / Line 148: @@
 <h3>Miscellaneous Accounts section</h3>
 '''Time Tracking Service Item''' - This default service item is related to transferring tech time (time sheets) to QB for labor in SME. If you enter a labor item in SME without a service item or with a service item that isn't in QuickBooks, then the service item used on the timesheet entry will be the item selected in this field.
-<br>'''SMP_Tax Code''' -
+<br>'''SMP Tax Code''' -
 <br>If you are using QuickBooks Canadian Version, you must manually create an item in QuickBooks for SMP_Tax. Do a full sync between SME & QB. Then assign SMP_Tax in the SMP_Tax Code field.

@@ Line 137: / Line 137: @@
 <br>In QuickBooks, go to your Item List (Lists > Item list) and select the SMP_Credit Item. Set the income account.
 <br>[[File:SetAccountOnSMP_Credit.png]]
 == Classes and Accounts Options tab ==

@@ Line 64: / Line 64: @@
 <br>'''Default Labor Line Item'''-
-<br>Go to QB and open the SMP_Labor item from your item list and set the income account and if you don’t tax labor, change the tax code to non. You will also need to mark <br>SMP_Labor as non-taxable in SME if you don’t charge tax on labor. In SME > Inventory Module > Services, search for SMP_Labor and check non-taxable.
+<br>Go to QB and open the SMP_Labor item from your item list and set the income account and if you don’t tax labor, change the tax code to non. You will also need to mark SMP_Labor as non-taxable in SME if you don’t charge tax on labor. In SME > Inventory Module > Services, search for SMP_Labor and check non-taxable.
 <br>'''Default Material Line Item''' -