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  • Data Integration Connectors
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to QuickBooks V2 Connector
  3. QuickBooks V2 Connections
  4. Synchronization Tasks with QuickBooks V2 Connector
  5. Troubleshooting
  6. Appendix A: Recommendations

QuickBooks V2 Connector

QuickBooks V2 Connector

Back Next

Creating a QuickBooks Synchronization Task

Creating a QuickBooks
Synchronization
 Task

Consider the task operation Insert to perform a
synchronization
 task.
Perform the following steps to create a
synchronization
 task in
Data Integration
:
  1. Click
    Data Integration
    New
    Tasks
    . Select
    Synchronization Task
     and click
    Create
    .
    The
    Definition
     tab appears.
    The image displays the Definition tab.
  2. Enter the
    Task Name
    , provide a
    Description
     and select the Task Operation
    Insert
    .
  3. Click
    Next
    .
    The
    Source
     tab appears.
    Select the Source Connection, Source Type and Source Object to be used for the task.
  4. Select the source
    Connection
    ,
    Source Type
     and
    Source Object
    to be used for the task.
  5. Click
    Next
    .
    The
    Target
     tab appears.
  6. Select the target
    Connection
     and
    Target Object
     required for the task.
    In the Target tab, select the target Connection and Target Object required for the task.
  7. Click
    Next
    .
    The
    Data Filters
     tab appears.
  8. By default,
    Process all rows
     is chosen.
    For more information, see Data_Filters
  9. Click
    Next
    .
    The
    Field Mapping
     tab appears.
  10. Map the source fields to target fields accordingly.
    In the Field Mapping tab, map source fields to target fields accordingly.
  11. Click
    Next
    .
    The
    Schedule
     tab appears.
  12. Schedule the task if needed, and then save the task.
  13. If you do not want to schedule the task, click
    Run
    .
    If you do not want to schedule the task, click Save and Run the task.
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