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Once a partner is issued their first invoice in XTRF, their data is also automatically transferred to QuickBooks and updated.All differences in QuickBooks get overwritten by the latest data from XTRF. When partner data is modified in XTRF, the corresponding data in QuickBooks gets synchronized accordingly.Otherwise, the synchronization creates a new Partner in QuickBooks according to XTRF data and also stores a new synchronization key. If found, a new synchronization key is stored and the modifications from XTRF are transferred to QuickBooks. if they have already existed and had their synchronization key, but cannot be matched by that key with a Partner in QuickBooks, then a recovery mechanism is run - XTRF deletes the synchronization key and tries to match the Partner by name.Additionally, the integration ensures that all partner data is up-to-date with the respective data in XTRF (the data in QuickBooks gets overwritten). if they have already existed, they get remembered in XTRF by their QuickBooks identifier (synch key).if they do not exist, they get created and their QuickBooks identifier gets stored in XTRF as a synch key.When new partner is created in XTRF, or a partner not synchronized before gets modified, the integration checks if a partner with given name exists in QuickBooks.existing Payment conditions in QuickBooksĬlients and Vendors (together refered to as partners) are synchronized only from XTRF to QuickBooks.currencies and whether QuickBooks works in multi-currency or single-currency mode.both the Clients and Vendors data (including their invoices and payments data)ĭuring the initial synchronization, the integration checks:.The integration can be configured to synchronize: The integration synchronizes the following data: The following list summarizes the synchronization mechanizm of the integration with QuickBooks. See: QuickBooks Integration Pre-configuration. After querying all invoices, the integration creates respective payments in XTRF and marks appropriate XTRF invoices as paid or partially paid.įor more details about synchronizing data, see Synchronization section below. If there are some new payments, the integration queries QuickBooks for all invoices unpaid in XTRF to check which of them have been paid. In case of payments, the integration checks for new payments that appear in QuickBooks.
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The difference, compared to partners synchronization, is that the integration only creates new invoices in QuickBooks, but does not modify them when they get modified in XTRF. It is also assumed that XTRF is the only source of origin for invoices. The same rule applies to XTRF Projects being mapped as QuickBooks Customer Jobs. The partner data gets synchronized only in this direction - no changes made in QuickBooks get reflected in XTRF. Clients or Vendors) get synchronized from XTRF to QuickBooks whenever a new partner is created or modified in XTRF. XTRF and QuickBooks integration can be divided into three groups of processes: If you are using another version of QuickBooks, please contact us to find out if the integration supports your version, too.įor detailed information about supported versions, see: QuickBooks Desktop and Online Integration Compatibility. The integration works with US Edition of QuickBooks Premier. Supported QuickBooks Versions and Changelog