Integration Dashboard - IRBS_Help

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Integration Dashboard






DASHBOARD Items

 Integration Items  List of available integration entities.
 Selecting a node will display all records in RBS that may be sent to the Request Queue (to be sent to QuickBooks.)
 Raw Quickbooks Data
 (View Only)
 List the raw Quickbooks data for the selected type.
 Processing Queues  List all items in the Request Queue that is ready to be processed (RETRIEV or PUSH)
 Record Display Area  List of records for the selected type\mode. 



INTEGRATION Node

 Item Description\Notes
 Job
 
 Vendor  
 Employee  
 Invoice  
 Credit Memo
 
 Receive Payment
 
 Bill  
 Estimate - Detail
 
 Estimate - Summary
 
 Estimate - Job Cost
 
 Time Tracking
 


QUICKBOOKS RECORDS - VIEW ONLY Node

 Item Description\Notes
 Payroll Item Wage
 
 Payroll Item Non-Wage
 
 Item Service
 
 Item Other Charge
 
 Item Payment
 
 Item Discount
 
 Item Sales Tax
 
 Vendor  
 Employee  
 Customer  
 Job  
 Invoice  
 Receive Payment
 
 Credit Memo
 
 Bill  
 Check  



REQUEST QUEUE Node

 Item  Description\Notes
 Queued  
 Posted  
 Failed  



BUTTONS and CONTROLS

 Item  Description\Notes
 Synchronize  Allow the authorized use to selectively RETRIEVE newly modified or added data from QuickBooks.
 Accounting  Send the selected items to the Request Queue.
 The Processing Status screen will be displayed after RBS make a connection to Quickbooks.
 Integration  Initiate the RBS QuickBooks integration process.
 Each request in the Request Queue will either RETRIEVE or PUSH the pertinent data FROM or TO QuickBooks.
 Setup  Display the various setup screens that are used to define the appropriate RBS to QuickBooks mappings.
 Refresh  Redisplay the records in the Display Area.
 Find  Add ability to find text within the list of records in the Display Area.
 Select All  Select all records in the Display Area (i.e. all the check boxes will be marked)
 Clear All  Deselect all records in the Display Area (i.e. all the check boxes will be cleared)
 Remove  Remove selected records from the REQUEST QUEUE only (i.e. Is NOT applicable to other options [Areas #1 or #2]
 Print  Print the list of records in the Display Area.
 Export  Export the list of records in the Display Area to the selected format (Excel, Text\CSV)
 Job Filter Dropdown  Filter the list of records in the Display Area by Job (usual when there are too many records being displayed.)

See also