LetSync Desktop set up for new customers

  • Install LetSync Desktop on a Sandbox/test environment until you get familiar with the application. DON’T USE A LIVE COMPANY FILE FOR TESTING.
  • Register to get your 31 days free trial: https://www.letsyncsolution.com/trialregistration/
  • Add company file to LetSync Desktop: https://www.letsyncsolution.com/docs/quickbooks-company-files/
  • Create a new database from LetSync Desktop: https://www.letsyncsolution.com/docs/database/
  • Create new tasks: https://www.letsyncsolution.com/docs/tasks/
    • If you only query data from QuickBooks to your database:
      • First time, run a full populate from QuickBooks to your database: Select Task Operation: Populate from QuickBooks
        • If the Populate From QuickBooks task time out or hang out. It is because the amount of records per query needs to be decreased to a lower number. You can change that editing the task, click on Set Filter and lower “Quantity of Records to Request per Query” until the task go through.
      • After running a full populate, for regular data query: Select Task Operation: Refresh from QuickBooks
    • If you query data from QuickBooks and update QuickBooks from your database as well:
      • First time, run a full populate from QuickBooks to your database: Select Task Operation: Populate from QuickBooks
      • After running a full populate, for regular data query and update QuickBooks: Select Task Operation: Update and Refresh
        • Update and Refresh: how it works. The task will refresh from QuickBooks (all the tables that are include in the task. either all tables or selected tables). Then, this task will query your database looking for all the records that on their “Operation” column are set with Add, Update, or Delete value (it is not case sensitive). It will run the operation set and if the task run successfully, the database will be refresh with the new record updated info. If you run a “Delete” operation, the record will be deleted from your database as well.
    • If you only update from your database to QuickBooks:
      • You don’t have to run any populate from QuickBooks to your database: Select Task Operation: Update to QuickBooks
        • it will query the database looking for the records that on the OPERATION column are set with (add, update, or delete). it will do the change in QuickBooks. The database won’t be refreshed.
    • If you only run report from QuickBooks to your database:
      • It will create a tables on your database. Retrieve reports from QuickBooks and send them to the database. Memorized Reports aren’t supported: Select Task Operation: QuickBooks Report
  • If you want to get email notification when tasks complete or fail: https://www.letsyncsolution.com/docs/email-notification/
  • If you want to move your license to another computer: https://www.letsyncsolution.com/docs/move-license-to-another-computer/
  • If you want to run task in an automatization environment: https://www.letsyncsolution.com/docs/console/

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