Difference between revisions of "ITrack/Quickbooks/Ignore"
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(Giving more quickbooks errors their own page) |
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The accounting information inside of ITrack should be mirrored in Quickbooks. Therefore, it is | The accounting information inside of ITrack should be mirrored in Quickbooks. Therefore, it is usually a bad idea to mark something with "Ignore" inside of ITrack because this will cause discrepancies between the two sets of data. | ||
== Cause == | == Cause == | ||
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== Solution == | == Solution == | ||
# | Unignoring an item can cause bad data if done incorrectly, therefore it is recommended that you pay close attention to each step. ( | ||
# | #Open the tab containing the ignored items in ITrack | ||
#Tell the page to show ignored items by selecting the "Ignored" option on the left hand side of the page | |||
#Discover whether the ignored items are already in quickbooks and need to be sync'd or are not in quickbooks and need to be exported | |||
*Single Item Sync | |||
**Double click an item to open the quick sync dialog | |||
**Select the matching item from the list | |||
*Or Multi-Item Sync | |||
**Select only the items you wish to try to sync | |||
**Press sync button to have ITrack automatically sync items with existing 1 to 1 matches | |||
*Export Items | |||
**Select only the items you wish to try to export | |||
**Double check that these items don't already exist in Quickbooks | |||
**Press the export button to send the items to quickbooks | |||
{{Warning|It is strongly recommended that you unselect all items and then go back through and select only items that need to be exported to prevent multiple copies of the same item in quickbooks}} | |||
Revision as of 14:19, 10 November 2014
The accounting information inside of ITrack should be mirrored in Quickbooks. Therefore, it is usually a bad idea to mark something with "Ignore" inside of ITrack because this will cause discrepancies between the two sets of data.
Cause
In the Quickbooks screen you/someone marked something as "Ignore."
Solution
Unignoring an item can cause bad data if done incorrectly, therefore it is recommended that you pay close attention to each step. (
- Open the tab containing the ignored items in ITrack
- Tell the page to show ignored items by selecting the "Ignored" option on the left hand side of the page
- Discover whether the ignored items are already in quickbooks and need to be sync'd or are not in quickbooks and need to be exported
- Single Item Sync
- Double click an item to open the quick sync dialog
- Select the matching item from the list
- Or Multi-Item Sync
- Select only the items you wish to try to sync
- Press sync button to have ITrack automatically sync items with existing 1 to 1 matches
- Export Items
- Select only the items you wish to try to export
- Double check that these items don't already exist in Quickbooks
- Press the export button to send the items to quickbooks
| Warning |
| It is strongly recommended that you unselect all items and then go back through and select only items that need to be exported to prevent multiple copies of the same item in quickbooks |
