Tasks are the operations that will allow you to Populate, Update, Generate Reports, and Refresh in order to integrate your data between QuickBooks and your database.
- Populate from QuickBooks: query all records from QuickBooks (depending on the tables selected. If All Tables is selected, LetSync Desktop will query all the records from all of the tables of the QuickBooks Desktop company file) and send the records to the database. This task is ideal as Initial Task or Re-Populate database in case the database data is not synced with the QuickBooks company file data.
- Refresh from QuickBooks: check on the history table (it is created on the database schema) to get the ModifiedDateTime information. LetSync Desktop will send that DateTime to QuickBooks. Then, QuickBooks will return all the records that were added, updated, and deleted from the company file. This task is ideal for daily, hourly use. If the Populate from QuickBooks on the tables hasn’t run yet, this task will not work because it requires an initial Populate task to be run previously.
- QuickBooks Report: retrieve reports from QuickBooks and send them to the database. Memorized Reports aren’t supported.
- Update and Refresh: will run a refresh in the table if was previously populated. Then, query the database looking for the records that on the OPERATION field are set with (add, update, refresh, void, or delete). it will do the change in QuickBooks. After updating QuickBooks, LetSync Desktop refreshes each record back on the database.
- Update to QuickBooks: it will query the database looking for the records that on the OPERATION column are set with (add, update, refresh, void, or delete). it will do the change in QuickBooks. The database won’t be refreshed. If you have the option “Set Operation Field To Task Result” checked on the Settings, then the OPERATION column will be the only one changing, this avoids duplications.
Before adding a task, you will need to have a QuickBooks company file configured and a connection to a database.
Right Click on Tasks label then Add New:
Add Task windows will open:
QuickBooks company file type has to match with the database type selected to sync the data:
Enter the name that you want the task to be labeled on LetSync Desktop and click on Add.
Tasks will be added under the Tasks tab:
