After you have successfully run the Synchronize tool for the first time and finished setting up the QuickBooks data inside of TurnLink with a TurnTree Support representative, you can start placing and synchronizing orders.

After adding an order to a TurnLink Company Overview and completing the order, there are two ways to queue it to QuickBooks. You can queue one order at a time as soon as it has been completed from within the Company Overview or you can queue a batch of orders by navigating to the Reports > Orders page.

Company > Overview : Queue one Order at a time

After placing and completing an Order, the Order is automatically added to the Events inside the Company Overview you are currently working within. To the right of the Order there are several icons for various actions you can complete with the new order. To queue the order to QuickBooks:
1. Click on the Export icon to the left of the initials of the user who placed the order.

2. The Action module on the top of the Company Overview will load the Exports interface where you will

be given options of how to export the order.

3. Select QuickBooks Web Connector from the Type dropdown in the Action > Exports module.

4. Depending on your Setup, you will have various options that you can toggle before adding to the queue. Note that TurnLink remembers which options you selected the last time that you queued an order from within any Company Overview. 

5. Click the ‘Add to Queue’ button and TurnLink will confirm that the order was successfully added to the queue and is ready to synchronize into your QuickBooks file. If there are any data validation problems with your order, the company the order is placed in, or any of your other settings, the order may not be added to the queue and TurnLink will alert you as to what field(s) need fixing. For example, certain fields in QuickBooks have limits of 31 characters and TurnLink does not impose the same limits so in order to add this data to QuickBooks you will need to first alter the information inside of TurnLink to conform to the QuickBooks rules.

Reports > Orders : Queue a batch of Orders based on a search filter

1. Click on Reports > Orders.

2. This page allows you to filter various options in Step 1 to drill down on the orders you wish to export to QuickBooks. The first time you come to the page each day it will be filtering for that day’s orders. Confirm your filter is correct and click the Go button in Step 1 if you make any changes, to update the orders in Step 2.
3. In Step 2, if your order filter batch has orders from multiple distributors, you will need to move those distributors whose orders you wish to export to QuickBooks to the left side and then proceed. Also, in Step 2, under the Sort Options, you can alter the way the individual orders are organized by specifying which former export type you wish to sort by.

4. In Step 3, select QuickBooks Web Connector from the Action dropdown (it may already be selected as TurnLink will remember the option you selected the last time you were on this page). You will have various options available in Step 3 depending on the settings on your Setup > Services > QuickBooks page. Again, TurnLink will remember the last settings you used to queue your orders to QuickBooks so in most cases once you go through the process once, you should have little to do besides confirming the orders you want to queue are in the left mover box of Step 2.

5. Click the Queue button.

Note: Step 3 will also display which orders are already in the QuickBooks Web Connector as well as if there are any orders or data modifications in the queue that had issues while attempting to synchronize the last time the QuickBooks Web Connector was run. You can view these issues and correct and/or requeue the orders from Step 3 as well.

After successfully adding the orders to the Queue you will receive confirmation and instructions how to proceed.

6. Once you have successfully queued Orders, open the QuickBooks Web Connector from your Windows Start menu or from the QuickBooks > File > Update Web Services… option. Then, in the QuickBooks Web Connector, make sure ‘TurnLink Sales Manager : Synchronization’ is checked. When you are ready to synchronize orders and data simply click the ‘Update Selected’ button on the top of the QuickBooks Web Connector. A progress indicator at the bottom of the QuickBooks Web Connector will show the status of the orders while they move from the TurnLink Sales Manager into QuickBooks.

Once the progress indicator indicates your orders have been imported into QuickBooks, depending on some of your Preferences setup inside of TurnLink, you can go into QuickBooks and select either File > Print Forms, File > Send Forms and select either Invoices or Sales Orders depending on how you exported the orders from TurnLink. You will see the orders that you just synced in the appropriate lists ready to be printed and/or emailed.

If there were errors, you can read what the problems were, fix the orders, and then re-queue them. Again, depending on your Preferences, various TurnLink users including the user who placed the order and the username associated your Web Connector will be emailed with any issues that may have occurred. You also have the option for a Call to be scheduled in the company with an order that did not synchronize. The problem with the synchronization will be noted in the Comment of the order itself which you can view in Reports > Orders > Step 3 and/or inside of the Company Overview > Events of the company with the order that failed.

If you have any questions or need further assistance setting up and using the QuickBooks Web Connector please log into your TurnLink Sales Manager account, click on Support > Contact, and explain which steps you have successfully completed and which steps are not working.

After successfully running the QuickBooks Web Connector for the first time and synchronizing your data with a TurnTree support representative, you can start placing orders. All orders are placed within TurnLink, added to a queue, and passed to QuickBooks when the Web Connector is run.

When adding an order to a TurnLink Company Overview there are two ways to add it to the queue. You can queue one order at a time at the time the order is placed OR you can queue a batch of orders via the Reporting > Orders page.

1) Queue One Order at a Time

Click Here for complete order form instrutions. 

When placing an order it can be queued before completing by choosing 'QuickBooks Web Connector' from the 'Process After' menu. When you click 'Complete Order' it will be placed in the queue:

If you click  'Complete Order' before choosing the 'QuickBooks Web Connector' you can still add the order to the queue from within the Order Event. Locate the order in the company's event history. To the right of the order the menu button allows you to choose how you want to process the order. Choose 'Queue to QuickBooks':

Note: if you have not previously exported an order for that company to QuickBooks you will need to choose it from the 'View all Process Options...' menu. Once you have selected a process method it will automatically load under 'Process this Order' for all future orders. You can also select a default processing option for the company from here:

2)  Batch Queue Orders

Go to Reporting > Orders:

This page allows you to filter various options to drill down to the orders you wish to export to QuickBooks. Click Here for additional instrutions on filtering your orders.

Note: the 'Direct' distributor is your default QuickBooks distributor.

When you reach the 'Orders' tab, click 'Export' and select 'QuickBooks Web Connector' from the drop down menu to add them to the queue:

Running the Web Connector

Once you have successfully queued orders, open the QuickBooks Web Connector from your Windows Start menu or from QuickBooks > File > Update Web Services. Make sure ‘TurnLink Sales Manager : Synchronization’ is checked. When you are ready to synchronize, click the ‘Update Selected’ button. A progress indicator at the bottom will show the status of the orders while they move from TurnLink to QuickBooks:

If there are errors, you can read what the problems are, fix the orders, and re-queue them from within TurnLink. Depending on your preferences, TurnLink users, including the user who placed the order and the username associated with your Web Connector, will be emailed with any issues that may have occurred. Optionally, a Task can be scheduled in the company with an order that did not synchronize. The error is also noted in the Comment of the TurnLink order itself. 

All QuickBooks Web Connector preferences are controlled in TurnLink logged in as an administrator via Setup > Integrations > QuickBooks. 

If you have any questions or need further assistance setting up and using the QuickBooks Web Connector please email support@turntree.com