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QUICKBOOKS DESKTOP WEB BROWSER HANGS CREDIT CARD LOGIN HOW TO

Inventory should not be tracked between two systems.

Only sync products if you are managing Inventory in QB, not ProjX360.

Preview: QuickBooks Desktop Proposal Estimate

Sent to QuickBooks as an Estimate if it has a positive grand total, or as a Credit Memo if it is a negative grand total.

Must have at least 1 line and a valid Client or it will not be put into QuickBooks successfully.

This date & time is updated every time you perform an Invoice Sync, so there is no need to change this on an ongoing basis.

Sent from ProjX360 to QuickBooks since the date & time in the Invoice Last Sync setting.

Invoices with an "Open" status will not sync to QBD. After a successful sync change the status to Archived.

Must be status "Closed" to push to QBD.

This may duplicate items in QuickBooks if you already have them set.

Set the Invoice "Last Sync" date/time (optional) - If you do not set this, all invoices that meet criteria will be pushed up to QuickBooks on first sync.

QB records do not sync back to ProjX360 so ensure you are always updating in ProjX360 to avoid customer data loss. The following fields overwrite from ProjX360 to QB.

You can sort and search this table as needed, but you must clear all unmatched clients by either matching or ignoring them before being able to add any other items to the sync queue.

If you wish to add the Client we found in QuickBooks to ProjX360, you can click the "Add" button and it will be added and matched for you.

If you wish to use the client in the future look for the maintenance section below on how to recover. Keep in mind that we will ignore that QuickBooks Desktop client moving forward. If you do not wish to be asked to match this client moving forward you can choose the "Ignore" button.You can also choose to Match clients manually by clicking the smaller "Match" button next to each client.Clicking Auto Match will attempt to match the entire list of clients from QuickBooks Desktop with ProjX360 based on the criteria shown.Click that and process the matches in the Modal that pops up. On first sync of Clients you may be presented a message and button to "Match" clients.All changes should be made in ProjX360, any changes made in QuickBooks will be overwritten once synced. Sync changes from ProjX360 to QuickBooks Desktop.Before syncing Clients please ensure you have completed all 3 steps above before proceeding.Select the items you wish to sync from this list and click the Prepare/Select button when enabled.

Employees - Not required if you are not syncing Timesheets.

You will not be able to maintain Inventory using both ProjX360/QBD.

Products, Suppliers, Purchase Orders - Do not sync if you have Inventory enabled.

Clients - This step must be done in order to sync Invoices and Proposals.

*See more details below for syncing of each item. This will allow you to add, match, ignore all of your clients.

Choose from the drop down I understand the above and wish to perform maintenance.Ĭhoose clear out all pending items in the Sync Queue and add "getClients".

Under Integration Maintenance click QuickBooks Desktop. Troubleshoot Errors: QBWC 1039 Error Unique File ID required. In the Integrations menu item you will now see an integration panel for QuickBooks Desktop Web Connector This disconnected way of communicating has some additional steps needed to process the data, so you may need to sync some items a couple times before all of the matches and items have been processed fully. The syncing process between ProjX360 and QuickBooks Desktop using the Web Connector is best described as ProjX360 putting items into a mailbox that waits for the Web Connector to pick up the items for QuickBooks, and then the Web Connector itself leaves items in that same mailbox with the response from QuickBooks.

QUICKBOOKS DESKTOP WEB BROWSER HANGS CREDIT CARD LOGIN HOW TO