Skipping Individuals

There may be some Employees, Contractors, Customers or Jobs that you do not want to synchronize. For example, there may be owners and salaried employees, whose pay you will handle differently than regular Employees.

The process of telling Rosemark to skip a specific individual involves setting up a "skip" field for that item in QuickBooks. In the example below, we'll use an Employee, but the process is the same for Contractors, Customers and Jobs/Payment Obligations.

To have the QuickBooks Connection skip these Employees when synchronizing, do the following:

1)	In QuickBooks, go to the Personal Information for the Employee you wish to skip.

2)	Click on the Additional Info tab.

3)	Under Custom Fields, click on Define Fields. Type in “RSS” and click OK. (note: for subsequent Employees, this step will be unnecessary, as the RSS field will already be there).

4)	In the RSS field, type “skip”.

•	If an Employee has a "skip", none of its data fields will be synced.

•	If a Job has "skip", none of its Customer:Job fields is synced.

•	If a Customer has "skip", none of the Customer:Job fields of it or any of its Jobs are synced.