How can I create new Batch Imports?

New Batch Imports can be created using the following instructions: 

1. Open the Socket application and log in using your ConstructionOnline username and password. 
2. From the Left Sidebar, choose the "QuickBooks Batch Import" category.
   
   1. This will open the QuickBooks Batch Operations window. 
   2. If no Batch Imports exist, click the "Click here to create a new QuickBooks Batch Import" hyperlinked text. 
   3. If you have existing Batch Imports, click the (+) Create Batch option at the bottom of the screen. 
3. Once within the "New QuickBooks Batch Import" window, choose the Projects and QuickBooks values that will be included by selecting from the following options: 
   1. Batch Name: Automatically populates to "Batch Import" if no other batches exist and "Batch Import [subsequent number]" if other batches exist; this field can be manually modified 
   2. Included Projects: Choose to include All Active Projects in the batch or Select Projects 
      1. If choosing the "Selected Projects" option you must click the "Select" button and choose which Projects you would like to include in the batch. 
      2. Projects in the list can be sorted alphabetically or by Type, Office, Group, Stage, Category, Division, or Region for streamlined search.
   3. Then, choose from the following QuickBooks values options: 
      
      ☑️ Import Actuals
      
            ☑️ Include Checks
      
                   🔵 All Checks
                   ⚪ Only Printed Checks 
                   ⚪ Only Unprinted Checks 
      
            ☑️ Include Bills 
                  
                    🔵 All Bills 
                    ⚪ Only Paid Bills 
                    ⚪ Only Unpaid Bills 
      
            ☑️ Include Credit Card Charges 
            ☑️ Include Paychecks 
      
      
      ☑️ Import Invoices 
      
            🔵 All Invoices 
            ⚪ Only Paid Invoices 
            ⚪ Only Unpaid Invoices 
      
      
      ☑️ Import Purchase Orders 
      
            🔵 All Purchase Orders 
            ⚪ Open Purchase Orders 
                  ⬜ Include Partially Unreceived Quantity 
            ⚪ Closed Purchase Orders 
                  ⬜ Include Partially Received Quantity 
      
      
   4. If you'd like to receive email notifications once the batch is complete, click the "Import Options" hyperlinked text in the bottom right-hand corner of the window and enter the desired email address(es) in the text field. Multiple email addresses can be entered in the field, but must be separated with commas. 
4. Once you have finalized the batch's details, click the "OK" button. 
5. The new Batch will appear within the QuickBooks Batch Operations table. Within the table, click the "configure schedule" text within the Recurrence column next to the Batch you just created. 
6. This will open the "QuickBooks Batch Import Run Settings" window where you can choose the day(s) and time your Batch Import will run. 
   
   🚩 Please note that QuickBooks Desktop and Socket must be open & running on a computer that is ON (not asleep) for the batch to process correctly. 
   
   1. Socket provides the following Batch Import Day & Time Run Settings option: 
      1. Date to Run: 
         1. Never
         2. Sundays
         3. Mondays
         4. Tuesdays
         5. Wednesdays
         6. Thursdays 
         7. Fridays
         8. Saturdays 
         9. Daily 
         10. Daily (Weekdays Only) 
      2. Time to Run: Choose any top of the hour option for the batch to run. 
         1. Please note that in order to reduce issues with multiple users interacting with QuickBooks, we recommend scheduling all activity outside of your regular business hours. 
7. Once you've selected the desired settings, click the "OK" button. 
   1. The settings you selected will appear within the Recurrence column.

Click here for more frequently asked questions (FAQs) regarding Integrating with QuickBooks Desktop.