QuickBooks Integration
Remove and Update Records from your Quickbooks Integration
Be aware that updates and changes to information in your QuickBooks do not automatically update in FrameReady. If you make changes to items, accounts, etc it is required that you redo the import process to ensure that it is updated in FrameReady. FrameReady can only send information to QuickBooks using the established instructions that are created during your import process.
Also, you will be required to remove records from FrameReady if you would like to update them. FrameReady will not change records that are currently in the Integration setup and will only add new records that are not currently present. Therefore, you will need to remove records before attempting to update the records in FrameReady.
How to Remove Records from QuickBooks Integration
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Access the QuickBooks Integration Setup window as instructed here. Accessing QuickBooks Setup
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Select the Tab for the appropriate type of record that should be changed.
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If you are editing one record, scroll through the records to find the record that needs to be updated.
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On the top menu bar, select Records.
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If you are removing one record to be updated, you’ll select Delete Record…
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If you would prefer to remove all records to ensure that they are all updated, select Delete All Records…
Now you can move forward by selecting the blue Import Button for that type of record and this will ensure that you have the most up to date information from your QuickBooks.
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