Creating Invoice Numbers in Salesforce or QuickBooks; once decided – you can’t change
If an Integration is not sending invoice numbers to QB – it is reading them from QB after it is created. So with your setup (QB Ref Number is generated in QB) it cannot fix the issue. The change to Invoice number sequence could happen only if somebody manually created an invoice with a new sequence start number.
30/60/90 not updating in my SF Accounts
If you are running InterWeave Smart Solutions Professional or Small Business, you will need to click on the QBtoSFAccounts on the SF Home Page (under Integration by InterWeave – top left). Clicking on this link will bring over the 30/60/90 information. You should do this every day.
How to Test your QuickBooks Connection
Login to flows. Click on the flow QBCust2SFAcctNF. In lower frame enter any random combination of letters as an AccountName (like gfdgfdgfdhfdh) and click Submit. Check Start (for that flow) and Auto-refresh checkboxes and click Submit. Wait until flow ends. If result (rightmost column) will be 1/0 – connection is OK. If it will be…
Generating a Transaction Key to access Authorize.net for Credit Card Processing
Merchant Login (top right), enter Login ID and Password Select Account (top right), and in second section down on the right is API Login ID and Transaction Key Click on this and generate your Transaction Key. You need to put the Login, Password and Transaction Key in your InterWeave Payment Solution.
DR Utilities – Date Range Utilities from QuickBooks to Salesforce
These settings would pick up Items from 01/01/2021 to 05/31/2021 (Put in next day to make sure we cover all of today).
The DR/DRS utility is used when you need to run a batch of a specific object. DR utilities are single run utilities that used for a small date intervals (couple of days top). DRS utilities are used to bulk load any amount of records. Parameters for both types are:
How to check Binding results
When we run a binding, binding flow takes the Salesforce Account Record ID and places this in the custom field “AccountID” that you created in your QuickBooks Customer Object. Same field can be activated for Vendor object as well. When you exposed that field (click on the Column title bar with the alt right button, then select “Customize Columns”) and drag and drop this from Available to Chosen. This column will now show which Customers have been bound and if blank, Customers which are not bound.
Binding issues with your Salesforce Objects
Regarding that SO – I see that either Customer is not in QB or nor bound. I do not believe that Customer is not in QB – it is rather something is wrong with the binding. Please check the following:
Adding a sub-folder in MS Office to catch QODBC errors as they are generated.
The Salesforce accounts that are not bound will not be able to connect with their QB Customer counterpart, so a QODBC error message will be produced and sent to the SF User identified in their InterWeave Solution. In addition, when invoices are run for this SF Account, additional error messages will be produced (there is no customer).
How to Use Bulk Load Utility Flows in InterWeave Integration Manager
NOTE: Turn off Scheduled flows before starting Utility flows!!!
UTILITY FLOW DEFINITION
There are 2 types of Utility flows:
1. Bulk Load flows (with DR or DRS at the end of the flow name) DR = Date Range or DRS = Date Range & Size (Check radio button “Scheduled”)- for Bulk Load by period (Date Range) and batch size (S).
2. Single transaction flows (with N or NF at the end of the flow name) N = Name/Number (Check radio button “Single Run”) – for one time particular transaction sync or testing (Account/Opportunity/Product/Quote… etc.)
Managing Integration Timelines
How fast may I expect the Integration to be completed?
The integration timeline is at the customers speed — it is directly regulated by:
1. the quality and amount of your data, duplicates, special characters, loading historical data, etc., and the number of flows you have selected.
2. As we have over 100 flows and 300 configurable options to choose from, we recommend a phased approach so you may manage expectations.