Synch options in QQube for QuickBooks Version 7 | CLEARIFY

Synch Options

There are two options for synching data

1. Automatic Scheduling.  You can automate both time and days. For most operations, once a day is sufficient. Make sure there are no backups of any kind scheduled at the same time. This is the preferred method for both multi-user versions of QQube, and multi-company options.
2. On-Demand (Manual Refresh). This is the best option for single-user versions of QQube, because people may forget to leave their machine on at night, or leave QB open, or even forget to log out of single-user mode.  it is also the method used to tell the server to synch, when you need to see your data changes immediately.

The Scheduled sync uses what is checked in the main Available Analytic Areas, and not what is checked in the manual refresh area.

Automatic Scheduler

 The advanced options let you choose certain days of the week, or certain days of the month:

The "Clear all data on sync start" Option indicated above, is designed primarily for cases where accounts or customers are being merged on a somewhat regular basis.  When accounts or customers are merged, it requires a complete reload of the data.

NEW in Version 7.3 for Multi-Company Scheduled Synchs:

On Demand - Manual Refresh

If you have a multi-user version of QQube, you can use this option on your QQube Configuration Tool to control the synch on the server.  It works, just as if you were on the server doing a synch.

If you are using this option on the desktop for a single-user version of QQube, remember that the currently logged in QuickBooks user will control/supersede the permissions between it and QQube.

On Demand - Load From Scratch Manual Refresh

If you get an abnormal synch interruption, perform a manual abort, or are directed by our support team to 'clear the data and reload from scratch', check the "Run all", then the "Clear all data on synch start", before performing the next manual synch.

Note, that the "Clear all data on synch start" is only available to check, once you have checked the "Run all" option.

QQube Version 7.2 Introduced an option which was also available in the scheduled refresh area - "Skip Unchanged QuickBooks Files".  This will override the "Clear all data on synch start" and shouldn't be used to "start from scratch".