Amy at 23:17, 14 June 2011

2011-06-14T23:17:35Z

Moha: Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks:
1. Go to '''Setup''' module > '''Company''' > '''Order..."

2011-06-10T02:15:46Z

Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: <br>1. Go to '''Setup''' module > '''Company''' > '''Order..."

New page

Default Export New Invoices to QuickBooks

If you want all new invoices created in SME to export to QuickBooks:

<br>1. Go to '''Setup''' module > '''Company''' > '''Order'''.

<br>2. Click '''Edit'''.

<br>3. Check '''Default Export for New Invoices'''. (image below) and click '''Save'''.

[[File:DefaultExportNewInvoices.jpg]]

Now that '''Default Export for New Invoices''' is checked, you will see in all new invoice created the '''Export to QuickBooks''' checkbox will be checked (image below). After the invoice is synced to QuickBooks, this box will be unchecked.

[[File:ExportToQuickBooks.jpg]]

'''
Sync Edited Invoice:'''

If you edit an invoice in SME that was already synced with QuickBooks, check '''Export to QuickBooks''' again. On the next sync the original invoice in QuickBooks will be deleted, and the new one created based on the updated SME invoice.

@@ Line 1: / Line 1: @@
 If you want all new invoices created in SME to export to QuickBooks:
 <br>1.       Go to '''Setup''' module > '''Company''' > '''Order'''.
-<br>2.       Click '''Edit'''.
+'''Sync Edited Invoice:'''
-<br>3.       Check '''Default Export for New Invoices'''. (image below) and click '''Save'''.
+After syncing with QuickBooks, SME updates the '''Next Invoice #''' based on the Next Available Invoice Number in QuickBooks.
-[[File:DefaultExportNewInvoices.jpg]]
+'''Avoiding Duplicate Invoice Numbers'''
-Now that '''Default Export for New Invoices''' is checked, you will see in all new invoice created the '''Export to QuickBooks''' checkbox will be checked (image below). After the invoice is synced to QuickBooks, this box will be unchecked.
+'''Initial Setup''' - In SQLink, go to '''File'''> '''Setup'''. Click '''Edit''' at the bottom. Uncheck the '''Don’t update next invoice number''' option. Click '''Save''' at the bottom.
-[[File:ExportToQuickBooks.jpg]]
+'''Don't update next invoice number - checked'''
-'''
+[[File:DontUpdateNextInvoicenumberChecked.jpg]]
-If you edit an invoice in SME that was already synced with QuickBooks, check '''Export to QuickBooks''' again. On the next sync the original invoice in QuickBooks will be deleted, and the new one created based on the updated SME invoice.
+If checked, SME will generate an invoice number separate from the invoice numbers in QuickBooks. SME will not look to the next available invoice number in QuickBooks to update SME's Next Invioce #. However, if you send an invoice from SME over to QuickBooks with the invoice number 10, when you generate a new invoice in QuickBooks, QuickBooks will increment off the last invoice number so the invoice number would be 11.

Syncing SME Invoices with QuickBooks - Revision history

Amy at 23:17, 14 June 2011

Moha: Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: 1. Go to '''Setup''' module > '''Company''' > '''Order..."

Moha: Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks:
1. Go to '''Setup''' module > '''Company''' > '''Order..."