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, 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, 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.
Add Tasks: Read More
Click on the task you want to see then View:
The top left button will give a shortcut to delete and edit the task. The task can be deleted always. After deleted, you won’t be able to recover it. You will have to recreate it again.
These windows will tell you:
The display name of the task on LetSync Desktop.
- The QuickBooks company file is linked to it. One task can only be linked to one company file.
- The operation that the task will execute.
- The tables that will be run on this task for the operation have already been chosen.
- Tables that didn’t run. This can be because those tables either aren’t supported for the version of QuickBooks that you have or because the was an error thrown while running it (check Error Table or Log Files for more information).
- The filter that you set while creating the task that you selected.
- The status of the task. This will tell you if the task already ran and when it did. Or if the task hasn’t run yet. For the scheduled task, it will tell when it is the next time it will run (it will run as long the Task Scheduler Server is running).
When adding a task will have to fill out 6 sections, 7 if we count the filters. Most of them will be previously filled by the first added first showed. You will be able to change the selection with other options that will appear on the drop-down menu.
