Work, Service, & Install Order Management for Service Industry

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Integrate SME with QuickBooks® For Full Synchronization

SME: Service Management Enterprise provides a complete business management solution to handle sales, customers, service and install orders, invoicing, and inventory. Using automatic integration and synchronization with QuickBooks, you can benefit from a full service management software based business solution.

Diagram of How SME works with QuickBooks:

QuickBooks & SME Synchronization Benefits:


  • Eliminate double data entry
  • Redeploy staff working on data entry to focus on more productive work. Customers have eliminated at least one full headcount utilizing SME & SQLink.
  • Speed up customer payments by getting accurate invoices out in a more timely manner
  • Never miss billable opportunities by capturing all work performed
  • Utilizing QuickBooks tax codes and tax groups will simplify sales tax calculations and reporting
  • Updating customer sales tax as tax rates change is easier than ever

Why Choose High 5 Software’s QuickBooks Sync:

  • High 5 Software was one of the first companies to sync with QuickBooks when the partner program started in 2002
  • High 5 Software is the only company that handles complex sales tax issues for multiple United States and Canadian provinces
  • High 5 Software is the only company that properly syncs subcontractor information
  • SME to QuickBooks link has been refined and proven with 100’s of various types of companies
  • SME and QuickBooks sync adapts to your business allowing you to send invoices and take payments from either SME or QuickBooks

QuickBooks & SME Synchronization Features:

  • Keep everything between SME & QuickBooks synced: Customers, Vendors, Item Lists, Tax Codes, Employees, Invoices, & Payments.
  • Syncing can be managed and controlled by the accounting or QuickBooks users or allowed to sync from any user based on security settings
  • All syncing is done automatically or when you decide to trigger it
  • Syncing is done quickly and only affects changed records in either SME or QuickBooks
  • Any syncing issues are immediately emailed and logged
  • More reporting capability within SME or QuickBooks
  • Track specific serialized inventory at the customer’s site
  • Extend QuickBooks inventory with complete inventory management in SME: Unlimited Inventory Items, Multiple Warehouses, Bar-Coding, Vendors, PO’s, Services, & RMA’s.

Details On What is Synced Between SME & QuickBooks:

CustomersFull two-way sync. Add or modify in either program.
Customer BalancesFull sync.
Invoices from SMEInvoices in SME fully transfer to QuickBooks.
Invoices from QBQB invoice goes to SME for balance purpose, no detailed items. (Can not be Edited in SME.)
PaymentsCan enter payments in QB for QB or SME. (Can only enter payments for QB invoices in QB.)
Tax Codes and GroupsControlled by QB. (Enter new tax codes in QB)
TermsControlled by QB. (Enter new terms in QB.)
Items in QBFull sync of inventory, non-inventory, service, wage, discount items.
Items in SMEOption to sync with QB or not. If not synced with QB, use SMP_Item for invoices.
Inventory GroupsSME Packages = QB Inventory Groups.
Inventory AssembliesDoes not sync.
Weekly TimesheetSME labor item records sync with QB weekly time sheet. Shows customer name and job number. Time sheets must be turned on in QB.
Wage ItemsSynced from QB.
VendorsFull sync.
SubcontractorsSync of 1099 vendors as Subcontractors in SME.
Subcontractor BillsAssigned a subcontractor in SME creates a bill in QB for sub.
Purchase Orders (PO)Optional sync with QB.
PO BillSync with QB when items received and the PO is Closed. (No partial receipt)
EmployeesSync to SME as technicians.
Class trackingFull sync of class tracking on labor, material and service items.
AccountsSynced for use of assigning accounts for item syncing.
Credit MemosSynced from QB. (Need to be applied to an invoice.)
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