Quickbooks Customers Not Importing All Customers/Invoices
You guys said you updated the system so that all of my customers would be readded to my new Quickbooks file. This evening I went in to go down each list. Yes, it took me forever, but I wanted to make sure everyone was in there. I found 242 completed events that did not get imported. I want to be able to rely on this system. Some were quite old and others were within the last couple of months. Some payments did not post but the invoice was in Quickbooks. There were also customers who had multiple events in IO and only a couple went into QB. Similar to that, there were some customers who had multiple events and non of them imported. I do not want to be going through hundreds of customers comparing QB to IO on a regular basis. How do I get this to correctly import?
Not sure if this has any factor, but I do not always keep Web Connector open. I prefer to start it manually. When I do this, I generally keep it running overnight or longer.
Thanks
The same question
I found an issue with a lot of payments that were marked as having gone into QB, but I don't think they did. Not sure how this happened, but I cleared them so when you run the web connector regularly they should start going in.
I found an issue with a lot of payments that were marked as having gone into QB, but I don't think they did. Not sure how this happened, but I cleared them so when you run the web connector regularly they should start going in.
FYI - The Web connector often has to run several times in a row to complete it's task list. Our batch job runs every 5 minutes, so each run has to be at least 5 mins from the last one to do anything.
Can you provide a few examples of some leads or payments that you expected to go in that did not?
FYI - The Web connector often has to run several times in a row to complete it's task list. Our batch job runs every 5 minutes, so each run has to be at least 5 mins from the last one to do anything.
Can you provide a few examples of some leads or payments that you expected to go in that did not?
I understand what you are saying about allowing time for the system to work. I feel giving it time to work overnight as well as over the course of days should be plenty of time to work. I clicked "edit" then "save" for each missing customer (and sometimes one customer with multiple jobs) so that it would update. While I was working, it actually added the customers and jobs I "edited".
There are customers who were older and I'm not sure if I gave the wrong date for you to reset for my import or not but what triggered the post was that there were also customers more recent that should have been in QB.
I went in today and although there were customers and invoices from these 260 missing customers, the payments were all missing so I am going back through to add the payments.
I attached my list of IDs for my company (Boodle Bouncers). I am not quite finished with the list but it will give you what I'm working on.
Thanks
I understand what you are saying about allowing time for the system to work. I feel giving it time to work overnight as well as over the course of days should be plenty of time to work. I clicked "edit" then "save" for each missing customer (and sometimes one customer with multiple jobs) so that it would update. While I was working, it actually added the customers and jobs I "edited".
There are customers who were older and I'm not sure if I gave the wrong date for you to reset for my import or not but what triggered the post was that there were also customers more recent that should have been in QB.
I went in today and although there were customers and invoices from these 260 missing customers, the payments were all missing so I am going back through to add the payments.
I attached my list of IDs for my company (Boodle Bouncers). I am not quite finished with the list but it will give you what I'm working on.
Thanks
Alisha,
I removed the list you attached for safety sake as this is public. Please send the list to our sales email. I should have saved it first.
Alisha,
I removed the list you attached for safety sake as this is public. Please send the list to our sales email. I should have saved it first.
I'll call you about this so I can get more information for you and help you get it working correctly. Thanks.
I'll call you about this so I can get more information for you and help you get it working correctly. Thanks.
I emailed the file to you. The file you removed actually did not have any personal information on it that would compromise our customers. Please let me know what you find.
Thanks
I emailed the file to you. The file you removed actually did not have any personal information on it that would compromise our customers. Please let me know what you find.
Thanks
I found an issue with a lot of payments that were marked as having gone into QB, but I don't think they did. Not sure how this happened, but I cleared them so when you run the web connector regularly they should start going in.
I found an issue with a lot of payments that were marked as having gone into QB, but I don't think they did. Not sure how this happened, but I cleared them so when you run the web connector regularly they should start going in.
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