The Results QuickBooks Integration (QBI) synchronization can be set up to run in unattended mode. To do this, you will need to create a Windows Shortcut (or a batch / program file) on your desktop and then schedule a task to run periodically, using your Windows scheduler.
It is not advised to set up an unattended sync until the admin users of your system are familiar with the function of the Quickbooks Sync, as any errors are saved in the log files in your Results_Data folder's _QBI directory, without further notification.
Here are the steps needed:
1. Make a copy of the Results shortcut that appears on your desktop.
2. Right-click on the new icon to view the Properties.
3. Copy this execution line and paste it at the end of the INI information displayed on the Target line:
-AutoQBSync=Y /UserID:[your User ID] /PW:[your password]/RunSavedDefaults
In the execution line that you just pasted, replace the [your User ID] and the [your password] with your own Results User ID and Password.
Note: Make sure there is a single space to the left “-AutoQBSync…”
4. The execution line that you just pasted will perform the QBI Synchronization options that were saved, using Save Selection and Order as Defaults. While this is the recommended setting, the following chart lists other options that can replace the “RunSavedDefaults” portion of the execution line:
Replace With: |
If you want to: |
“ExportAll” |
Perform all Exports only |
“ImportAll” |
Perform all Imports only |
“ExportImportAll” |
Performs all Exports and then all Imports |
“ImportExportAll” |
Performs all Imports and then all Exports
|
5. Double-click on the new shortcut to run the QBI as per the selected options, to confirm that it will run the QBI Sync properly.
6. Once you confirm that the shortcut works properly, you can then schedule the shortcut to be executed at a specific time using the Windows scheduler.
It is not advised to place the user ID and Password in a shortcut or easily accessible Batch file, since the data could be read by another user. Consult with your IT staff on best approach to secure this data for unattended operations.
Comments
0 comments
Please sign in to leave a comment.