FEB 1 2018 - Release notes - QuickBooks Desktop and PSA Web Sync Update -

Expected Release Date" Feb 1, 2019

Due to feedback from many of our customers, the following changes will be implemented. 

NOTE:  This update will only affect companies using PSAWEB and Quickbooks DESKTOP versions only !!.

Sync of Job Address and Contact Method Data on “Updates”

The following list of job information will continue to sync as it has been, when a New Job is created in PSA Web or QuickBooks Desktop, and these items will sync both ways .    The revised sync functionality will no longer sync between QB or PSA Web when an update/edit is done to job phone, email or job address information.  

Update #1 - New Job Created– will sync as current existing process works.  

PSA Web                             Sync       QuickBooks                                       

  • Home Phone             < ->        Main Phone                                      
  • Work Phone               < ->        Alt Phone           
  • Work Email                < ->        Main Email         
  • Work Fax                    < ->        Fax        
  • Job address              < ->        Job Ship To Address
  • Customer Address   < ->        Job Bill To Address

Updated JobNo updates will sync

PSA Web                             Sync       QuickBooks                                       

  • Home Phone             x              Main Phone                                      
  • Work Phone               x              Alt Phone           
  • Work Email                x              Main Email         
  • Work Fax                    x              Work Fax            
  • Job address              x              Job Ship To Address
  • Customer Address   x              Job Bill To Address

Update #2 - Job Inactive and Job Closed Status

 A QuickBooks Customer or Job being marked as “Inactive” will no longer “Close” the job or Delete/Inactivate the Customer in PSA Web.  

A QuickBooks Customer or Job being marked as “Active”, if it had been previously inactivated will no longer “Open” the job in PSA Web. 

“Closing” a Job (with Close button)  in PSA Web will no longer sync to QuickBooks Desktop and mark this Customer or Job as “Inactive.”

Update # 3 - Handling of job address information if one customer has over 50 jobs

Job Ship To Addresses will sync from PSA Web to QuickBooks on creation of jobs, until 50 jobs (ship to addresses) exist in QuickBooks.  Due to limitation in QuickBooks, additional jobs over limit of 50 for one customer will have to be manually updated with job address information.

 

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