Bring your customers and items in from SQL

So that documents go into SQL with the right codes, Boss reads your SQL customers and items and matches each one.

Go to Accounting, then Accounting software. SQL Account must be linked and its keys saved. Keep the books computer on, because Boss reads from it.
Under Codes in your accounting software, press Bring in from SQL.
Boss matches each SQL customer and item to yours by phone, item code or name, and saves the code. What Boss does not have yet is added. Nothing in SQL is changed. An item with no price in SQL comes in at RM0.
The result line says how many codes were matched and how many new customers and items came in. If it says some are left, press the button again to bring in the rest.
If it says SQL could not be reached, check that the books computer is on and try again. To fix one code by hand, use the form under the button: pick Customer or Item, the name in Boss and the code.

Questions bosses ask

Does it change anything in SQL?

No. Boss only reads your customers and items.

What if a document has no match?

A document with no matching code is not written to SQL, and Mei tells you which ones. Match them with the form on the same page.