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InterWeave Solutions

Documentation and troubleshooting our mobile app.

  2. InterWeave Solutions

To start integration setup process for QuickBooks Online version, we need the following information:

To start integration setup process for QuickBooks Online version,

Getting Started InterWeave Solutions help interweave smart solution QuickBooks Salesforce

How To Switch Quickbooks Company File Onto Single User Mode

Login in to your InterWeave Integration Manager (Flows Manager) using username and password you have (see #1 in InterWeave Integration Flows)

Getting Started InterWeave Solutions

Stripe documentation to find your Stripe Publishable and Secret API Keys

Stripe documentation to find your Stripe Publishable and Secret API Keys

Billing & Payments InterWeave Solutions Credit Cards MSP Payments Policies Profile QuickBooks Salesforce Stripe Utility

How to Process a One-time Payment, Recurring Payment, Credit Memo & Refund

How to Process a One-time Payment, Recurring Payment, Credit Memo & Refund

Getting Started InterWeave Solutions Credit Memo Detail One-time Payment Recurring Transaction Transaction Detail

How to catch up with Missing Data using Bulk Load Flow

How to catch up with Missing Data using Bulk Load Flow

Getting Started InterWeave Solutions Bulk Load Catch up Flows

The 8 Steps to Complete your Integration with Salesforce and QuickBooks

The 8 Steps to Complete your Integration with Salesforce and QuickBooks Welcome to the 8 Steps to build your InterWeave Smart Solution. There is a pre-curser document to this one, “Your Onboarding Checklist for your Salesforce to QuickBooks Integration”. If you haven’t had a chance to preview this, please do so now, as it will…

InterWeave Solutions QuickBooks Salesforce

Working with Scheduled (Production) and Utility (Test & Bulk Load) Flows in InterWeave Integration Manager Portal for QuickBooks

InterWeave works based on “flows”, which are batch jobs importing a subset of data from one system to another.

InterWeave Solutions Flows QuickBooks Scheduled Utility

How to Use Single Run Utility Flows in InterWeave Integration Manager

In order to use Utility flows you will need to:

1. Login into your ISP (Interweave Integration Solution) flows manager
2. Run one of Utility Flows (second low section of the screen) to test

Getting Started InterWeave Solutions Flows QuickBooks Salesforce Utility

How to Use Bulk Load Utility Transaction Flows in the InterWeave Integration Manager

To use a Utility flow, you will need to:

1. Log in into your Interweave Integration Manager.
2. Run one of Utility Transaction Flows (located in a lowest, second section of the screenshot below).

InterWeave Solutions Bulk Flows Load Utility

How to Change SalesForce Credentials in InterWeave Company Profile

Log in into Integration Flows Manager: Go to http://www.interweave.biz/ and click on Customer Login link.

Getting Started InterWeave Solutions Profile Salesforce