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Job Scheduler

The job scheduler automates the same syncing processes that are triggered by the "Sync to QBO" buttons.

Job Scheduler

Create the Job Scheduler record as defined below.

Name

Default

Frequency

Hourly

Run Time

30:00 = 30 minutes (Job will run hourly on every 30, ex:  3:30, 4:30, ...)

Apex Job Id

system field.  The Job Scheduler uses Salesforce Apex jobs to schedule the integration jobs - the system will fill in this value after you begin the schedule.

Automatically Purge History

True

Job Items

Job Items control integration priority.

GoldFinch Accounts should be sync'd first to ensure new accounts are included.  This is followed by syncing sales and purchase invoices.

Create six job items - one for each mapping.

Name

Customer (Outbound)

Sales Invoice (Outbound)

Purchase Invoice (Outbound)

Vendor (Outbound)

Sales Credit Memo (Outbound)

Purchase Credit Memo (Outbound)

Job Scheduler

Default

Default

Default

Default

Default

Default

Mapping

Customer (Outbound)

Sales Invoice (Outbound)

Purchase Invoice (Outbound)

Vendor (Outbound)

Sales Credit Memo (Outbound)

Purchase Credit Memo (Outbound)

Execution Order

10

20

30

15

25

35

Job Items Execution Details:

Field Name

Explanations

Last Execution Date

Last Execution Status

Last Execution Message

In the event of synchronization error, captures error message

Schedule (Start the Job)

Click "Schedule" button on the Job Scheduler detail page.

Then click "Schedule" to start the job or "Abort" to stop the job.

The Job Status tab provides useful run time and schedule information.

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