Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Harvester
Processing Options
unCheck Skip Date Check
Note: New data in enties will sync based on last sync date. You can check Skip Date Check if you want to perform full import.
unCheck Sync Mode
Enter 30 Timeout (seconds)
Note: Timeout can be adjusted if you have a very large database and connection to QuickBooks is timeing out.
unCheck Allow Table Creation
Note: When checked QBTables in DataPlus SQL database are created or recreated.
Environment Configuration
unCheck Details Logging
unCheck Lob Debugs
unCheck Suppress Warnings
Note: If Harvesting issues are present, checking logs will facilitate discovery of problems.
Start QuickBooks HarvesterEntity Selection All Entities
Choose All Entities
Note: This will sync all QuickBooks entities to the DataPlus SQL database (dpQuickBooks).
Note: Current list of available enties. Child enties are also encluded. e.g. Invoice / Invoice Line Items
Start QuickBooks HarvesterEntity Selection Ad Hock Entities
Choose Ad Hock Entities
Note: This will sync selected QuickBooks entities to the DataPlus SQL database (dpQuickBooks).
Note: Current list of available enties. Child enties are also encluded. e.g. Invoice / Invoice Line Items
Sample
Check Customer
Check Customer Type
Check Estimate
Check Invoice
Sample
Click on All
Checks all entities then you can uncheck entities you do not want to sync
Click on None
No entities checked, then you can check entities you do want to sync
Click on Opposite
Entities checked will be unchecked and enties unchecked will be checked.
Start QuickBooks HarvesterConnection Overides
Remote Server SERVER\SQLINSTANCENAME
Remote Port 3790
Company File C:\path\to company file.qbw
Note: The purpose of "Connection Override" is to change the default configuration of Harvester. This would allow you to Harvest different QuickBooks company files.
Click on All Entities or Ad Hoc Entities
Start QuickBooks HarvesterCommand Line Options
As you modify/customize the sections, tags will be added to the command line, reflecting your changes.
You can save the command line by clicking on Copy To Clipboard
Saved command line can be copied by clicking on Copy To Clipboard
Once the customization is complete, then you can start the Harvester
