See the “Create Lists,” “Create Fields,” and “Create Archives” sections below on configuring QuickSync. With the local copy of QuickBooks opened to the desired Company, QuickSync can pull data from a variety of documents, which QuickBooks refers to as “Transactions.” Transactions include Checks, Invoices, Bills, Credit Memos, Deposits, Estimates, Accounts, Vendors, Terms, Taxes, Classes, Customers, Customer Message, and Items. Streamline your QuickBooks documentation process using QuickSync with GlobalSearch or other line-of-business applications. QuickSync is a local database synchronization utility that lets you extract data from a desktop version of QuickBooks and stores it in a database, ready to be used. Once you launch QuickSync, you can proceed to the following sections. Once finished, you will be greeted with a confirmation page and given the option to launch QuickSync. (If you are using QuickSync without GlobalSearch, proceed to the section below.) Select the existing GlobalSearch Server to integrate with, and then click the Install button. When prompted for the Database Information, select “Use existing GlobalSearch Server”. Prompt for Name, Company, and QuickSync license number Install the QuickBooks SDK prerequisite, if prompted.Įnter your Name, Company, and QuickSync license number when prompted. By default, this is found in C:\Program Files\Square 9 Softworks\QuickSync Installer (GlobalSearch 6.1+) or C:\Client install for QuickSync (GlobalSearch 5.0 and older). QuickSync Setupīegin the setup process by opening the QuickSync installer and running it as an administrator (Right click > “Run as administrator”). Note: The GlobalSearch configurations necessary to use the features in the QuickSync Bundle must be done by a member of the GlobalSearch SSAdmin group or someone assigned database administration rights to the database with which QuickBooks data will be shared. Please refer to the GlobalSearch Server and Client Installation Guide for details on installing the Square 9 products. Simply disconnecting them will not resolve the issue.īecause of this, the recommended course of action is to plan your setup/environment such that QuickBill and/or QuickSync are installed on devices where only one user is expected to log into Windows. This means completely ending the Windows sessions for all users other than the one using QuickBill or QuickSync. The only known workaround at this time it to ensure only one Windows session exists when attempting to connect to QuickBooks with QuickBill or QuickSync. The Windows sessions are “Active” vs “Disconnected”Īny of the machine’s users use QuickBooks, any S9 products/solutions, or neither Because of a known limitation with QB XMLRP2 and having multiple Windows sessions on the same machine, QuickSync and QuickBill are not supported in any environment where multiple Windows sessions are open, such as terminal servers. QuickSync and QuickBill both connect to QuickBooks using Intuit’s QB XMLRP2 connector. A note about QuickSync, QuickBill, and terminal server environments:
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