If you have not installed the inSitu Sales integration into your QuickBooks web connector please follow this guide:
Issue 1: inSitu Sales is connected but it is not running automatically
To makes sure inSitu Sales runs automatically you need to to set up Automatic Sync
1. Configure Auto-Run:
• In the QuickBooks Web Connector, you will see the newly added application with a checkbox under the “Auto-Run” column.
• Check this box to enable automatic syncing.
2. Set the Interval:
• Specify the interval (in minutes) for how often you want the Web Connector to sync with QuickBooks. Enter the desired interval in the “Every_Min” field.
3. Start Automatic Sync:
• Ensure the checkbox next to the application name is checked.
• Click “Update Selected” to start the sync process manually for the first time. This will also confirm that everything is set up correctly.
Issue 2: The web connector only runs when QuickBooks is open, how can it sync without opening QuickBooks?
1. Configure QuickBooks Settings:
• Open QuickBooks and go to Edit > Preferences > Integrated Applications > Company Preferences.
• Make sure the box under the column "Allow access" is checked for the application inSitu Sales.
• Click on the application inSitu Sales and then Properties. Ensure that the option “Allow this application to login automatically” is checked for the Web Connector application.
2. Configure inSitu Sales Settings:
• Open inSitu Sales website and go to Integration menu > QuickBooks
• Make sure the QuickBooks version is set to Desktop. Enter (copy/paste) the path to your QuickBooks file. If you need to locate it simply go to your QuickBooks and press Ctrl 1. This will open a window, locate the file information and copy the Location. Then paste it in the text field in Quickbooks menu in inSitu Sales.
• Scroll down and click "Save settings"
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