Sync Points for SQLink - Revision history

Marks at 16:13, 18 September 2013

2013-09-18T16:13:48Z

Marks at 16:11, 6 September 2011

2011-09-06T16:11:52Z

Marks at 16:11, 6 September 2011

2011-09-06T16:11:09Z

Moha: Created page with "'''Sync Points Between SME and QuickBooks''' Definitions: 1) QB: QuickBooks . ® by Intuit® 2) SME: Service Management Professional (version 5) by High5 Software™ 3) SQ..."

2011-05-29T09:57:09Z

Created page with "'''Sync Points Between SME and QuickBooks''' Definitions: 1) QB: QuickBooks . ® by Intuit® 2) SME: Service Management Professional (version 5) by High5 Software™ 3) SQ..."

New page

'''Sync Points Between SME and QuickBooks'''

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

The following table lists the synchronization points between SME and QuickBooks modules. Refer to the SQLink for QuickBooks wiki pages for detailed syncing information.

{|
| class="xl65" style="width: 98pt; height: 14.3pt" width="130" 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 .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Customer Balances
| class="xl67" style="width: 401pt" width="534" | Full sync between SME and QuickBooks .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Invoices from SME
| class="xl67" style="width: 401pt" width="534" | Invoices in SME fully transfer to QuickBooks .
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | Invoices from QB
| class="xl67" style="width: 401pt" width="534" | QuickBooks invoice goes to SME for balance purposes, no detailed items are transferred. ( QuickBooks invoices cannot be edited in SME.)
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | Payments
| class="xl67" style="width: 401pt" width="534" | Can enter payments in QuickBooks for SME invoices. Payments can also be applied in QuickBooks for SME invoices. QuickBooks invoices can only be paid QuickBooks .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Tax Codes and Groups
| class="xl67" style="width: 401pt" width="534" | Controlled by QuickBooks . Enter new tax codes in QuickBooks .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Terms
| class="xl67" style="width: 401pt" width="534" | Controlled by QuickBooks . Enter new terms in QuickBooks .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Items in QB
| class="xl67" style="width: 401pt" width="534" | Full sync of inventory, non-inventory, service, wage, and discount items.
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | Items in SME
| class="xl67" style="width: 401pt" width="534" | Option to sync with QuickBooks or not.� If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders.
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Inventory Groups
| class="xl67" style="width: 401pt" width="534" | SME Packages = QuickBooks Inventory Groups.
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Inventory Assemblies
| class="xl67" style="width: 401pt" width="534" | Do not sync.
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | Weekly Timesheet
| class="xl67" style="width: 401pt" width="534" | SME labor item records sync with QuickBooks weekly time sheet.� Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Wage Items
| class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Vendors
| class="xl67" style="width: 401pt" width="534" | Full sync between SME and QuickBooks .
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | 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 .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Subcontractor Bills
| class="xl67" style="width: 401pt" width="534" | Subcontractors used on orders in SME can create a Bill in QuickBooks .
|- 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 .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Purchase Orders (PO)
| class="xl67" style="width: 401pt" width="534" | Optional sync with QuickBooks . Multiple syncing options.
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | PO Bill
| class="xl67" style="width: 401pt" width="534" | Syncs with QuickBooks when items are received. (Partial receipt increments the Bill in QuickBooks ).
|- style="height: 27.2pt"
| class="xl65" style="height: 27.2pt" height="36" | 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 .
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Class tracking
| class="xl67" style="width: 401pt" width="534" | Full sync of class tracking on all modules.
|- style="height: 14.3pt"
| style="height: 14.3pt" height="19" |
| class="xl67" style="width: 401pt" width="534" | Class can be assigned to Customer, Order, Item, etc..
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Accounts
| class="xl67" style="width: 401pt" width="534" | Synced for use of assigning accounts for item syncing only.
|- style="height: 14.3pt"
| class="xl65" style="height: 14.3pt" height="19" | Credit Memos
| class="xl67" style="width: 401pt" width="534" | Synced from QuickBooks . (Need to be applied to an invoice.)
|}

@@ Line 2: / Line 2: @@
 Definitions:
-)   QB: QuickBooks® by Intuit®
+# QB: QuickBooks® by Intuit®
-)   SME: Service Management Enterprise by High 5 Software™
+# SME: Service Management Enterprise by High 5 Software™
-)   SQLink: SME to QB synchronization program by High 5 Software™
+# SQLink: SME to QB synchronization program by High 5 Software™

@@ Line 13: / Line 13: @@
 {|
 | class="xl65" style="width: 98pt; height: 14.3pt" width="130" 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 .
+| class="xl67" style="width: 401pt" width="534" | Full two-way sync. Customers can be added or modified in either SME or QuickBooks .
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Customer Balances
@@ Line 37: / Line 37: @@
 |- style="height: 27.2pt"
 | class="xl65" style="height: 27.2pt" height="36" | Items in SME
-| class="xl67" style="width: 401pt" width="534" | Option to sync with QuickBooks or not.� If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders.
+| class="xl67" style="width: 401pt" width="534" | Option to sync with QuickBooks or not. If not synced with QuickBooks inventory will use a generic default item to transfer accounting information for invoicing and purchase orders.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Inventory Groups
@@ Line 46: / Line 46: @@
 |- style="height: 27.2pt"
 | class="xl65" style="height: 27.2pt" height="36" | Weekly Timesheet
-| class="xl67" style="width: 401pt" width="534" | SME labor item records sync with QuickBooks weekly time sheet.� Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
+| class="xl67" style="width: 401pt" width="534" | SME labor item records sync with QuickBooks weekly time sheet. Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
 |- style="height: 14.3pt"
 | class="xl65" style="height: 14.3pt" height="19" | Wage Items