Schedule Batch Integration(s)

For objects that require batch integration you can schedule jobs leveraging the Accord Sync scheduling interface. Each object can have multiple jobs that are scheduled, and each job can be scheduled at different times.

CRITICAL
The order that data is sent to and from Salesforce leveraging scheduled jobs is critical. If related records don’t exist in either system, the integration of the related information will fail. For example, before Invoices can be sent to QuickBooks the Customers must be created. So, a job for Customers must be scheduled before a job for Invoices is created.

QuickBooks Online to Salesforce Batch Integration

1. Navigate to the Accord Admin tab in Accord Sync app. Click on the Sync tab and select the direction of the sync that will be scheduled.
2. Click the Schedule Sync button to open the job scheduler.
   
   
   
3. Enter a name for the Scheduled Job. It must be unique for each combination of QuickBooks object(s) to avoid errors of duplicate job names.
4. Select one of the preconfigured Types to set up the frequency of the job.
5. Select the QuickBooks Company that the sync will be scheduled for.
6. Check the QuickBooks Objects that will be synced from QuickBooks Online to Salesforce. The order in which you check each object will determine the order in which the QuickBooks objects will be processed.
   
   
   
7. Define the scheduled times that the job should automatically run to sync the selected objects between QuickBooks and Salesforce.
   
   Once
   This will run the sync only one time.
   
   Start: The date and time at which the job will run
   
   
   This scheduled job will run one time on March 22, 2022 at 1:00 PM.
   
   Recurring
   This has a few preconfigured frequencies at which syncs can run such as hourly, daily, weekly, and monthly to quickly schedule a job.
   
   Frequency: Determines how often the job will run
   Run Every (Hourly): The amount of hour(s) that need to pass before running the sync again. (Select 1 for every hour)
   Minute (Hourly): The minute of the hour when the sync will run.
   Run (Daily): Option to run job every day or every weekday.
   Run Every (Weekly): The day(s) of the week that the job should run.
   Run Every (Monthly): The day(s) of the month that the job should run
   At (Daily): The time at which the job will run.
   
   
   This scheduled job runs every day at the top of every hour.
   
   Custom
   If none of the above meet your criteria, then use Custom to set up a specific time for jobs to run.
   
   Frequency: The day(s) of the month when the sync will run.
   In: The month(s) when the sync will run. (Typically, this is every month)
   Hour: The hour(s) of the day that the sync will run.
   Minute: The minute of the hour(s) that are selected when the sync will run. This is only in 5-minute increments.
   
   
   This scheduled job runs at midnight on the last day of the month every other month starting from January.
   
8. Click Schedule.

View Scheduled Jobs

1. Navigate to the Accord Admin tab in Accord Sync app. Click on the Sync tab and select the direction of the sync that you wish to see the scheduled job from.
2. Click on Currently Scheduled Jobs.
3. A modal should appear with a list of all the scheduled jobs from Accord. The name will include details like the source platform, the name of the job the user entered, the QuickBooks objects that will be synced, and the QuickBooks Company Id.
   
   
   

Next Step
If you are using real-time integration: Setup Real-Time Integration from Salesforce to QuickBooks Online

If not, then your integration has been completed between QuickBooks Online and Salesforce. Continue to monitor the sync and manage errors that appear.