QuickBooks Import & Export data | QuickBooks API Integration
Tasks are the operations that will allow you to Populate, Update, Generate Report, and Refresh in order to integrate your data between QuickBooks and your database.
Before adding a task, you will need to have a QuickBooks company file configured and a connection to a database.
Right 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 recovered. You will have to recreate it again.
This windows will tell you:
The display name of the task on LetSync Desktop.
When adding a task will have to fill out 6 section, 7 if we count the filters. Must of them will be previously filled by the first added first showed. You will be able to change the selecting with other options that will appear on the drop down menu.
Right Click on Tasks label then Add New:
Add Task windows will open:
Enter the name that you want the task to be labeled on LetSync Desktop and click on Add.
After configured the company file, create a connection to your database, and adding a task. You are ready to run that task a see your data sent to your database or push back into QuickBooks, depending on the operation selected.
You will have 3 alternatives to run a task after was added on LetSync Desktop UI. You can not run multiples or same task from each different module at the same time.
Manually: all the task can be run manually (scheduled and non scheduled) as long the Tasks Scheduler and LetSync Console are not running.
Task Scheduler Server: will only run task that are scheduled to run. It will only runs while there is a windows user logged in.
LetSync Console: will run the task at console windows level. Also, you can run the task interactively with Windows Task Scheduler (this option allows running the task whether a windows user is logged in or not).
Right Click on the task that you want to run then click Run:
The task will start running and you will be able to see the task process on Task Status section. Click on Stop Task if you want to stop the process:
After the task get completed. Task Status will show the results:
Double click on the task name to see more results:
Right Click on the database that you want to edit then Edit:
Edit windows will pop up to let you Edit the task. You will be able to edit any of the entries except when it is a Report from QuickBooks, you will have to pick all the reports parameters again (because accounts, entities, items, classes and transactions would be different from the time that the report was created originally).
Delete a task can be done at any time. There is no restriction to delete a task, like company files and databases have.
Deleted task cannot be recovered but you can recreate it at any time as well.
Task Scheduled: tasks can be scheduled or not. No scheduled task will need to be run manually on LetSync Desktop UI or by LetSync Console module. Scheduled task will only run automatically if the Task Scheduler Server is running.
Begin the task:
Start (ed): date and time when you want the task to start running.
Run task every: how often the task will run.
Weekly: you can pick which day of the week the task will run.
Stop: when you want the task to stop running, if you do.
Set Filters: will allow you to set some filters for an specific task.
Dates: you will be able to pick the date-macro or custom date range.
Support Subtables Populate to database: this option will be checked by default. This means that the child tables will be populated into the database as well. Unchecked if you don’t want child tables to be populated.
Append Data: this option will be unchecked by default. This means that the data will be overwritten all the time that you Populate Operation (Refresh Operation always will append the data).
Quantity of records to Request per Query: this is the number of records that will be handled through the QuickBooks SDK. 100 records are the recommended amount of records but you can always increase or decrease in case you ran into a string out of memory error.
QuickBooks Report: retrieve reports from QuickBooks and send the to the database. Memorized Reports aren’t supported.
QuickBooks doesn’t effort any documentation on the parameters for reports.
After setting the report, you have enter a name for the table that will be created to dump the report in database.
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