# Target Recruit to QuickBooks Desktop

## **Overview**

The TargetRecruit to QuickBooks Desktop Integration Template in DBSync Cloud Workflow enables seamless data synchronization between your TargetRecruit CRM and QuickBooks Desktop accounting software. It automates the exchange of critical business data like invoices, payments, and customers, streamlining operations and reducing manual efforts.

### **Key Features**

* **Bi-directional Sync:** Ensure consistency of customer, invoice, and payment data between TargetRecruit and QuickBooks Desktop.
* **Custom Mapping:** Flexible field mapping for custom fields in TargetRecruit and QuickBooks Desktop.
* **Automation:** Reduce manual errors with scheduled sync jobs and event-driven workflows.
* **Audit Trails:** Track data changes and ensure compliance with system logs.

### **Pre-requisites**

* **DBSync Account:** Active account with appropriate permissions.
* **QuickBooks Desktop:** Supported versions of QuickBooks Pro, Premier, or Enterprise.
* **TargetRecruit CRM:** Access to data entities like Accounts, Contacts, and Invoices.
* **DBSync Connector Setup:** Installed QuickBooks Web Connector and access to the TargetRecruit API.
* **Template Configuration Knowledge:** Familiarity with DBSync’s Cloud Workflow platform.

### Account Login

To access the DBSync Cloud Workflow, follow these steps:

1. Login to DBSync Cloud Workflow by navigating to the DBSync website.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FdwwDUA7h0djoHaXR4KQS%2Fcw4.png?alt=media&#x26;token=4863d114-3b6e-41b8-95ea-a338d594d4b5" alt=""><figcaption><p>Login to Cloud Workflow</p></figcaption></figure>

2. Click Login and choose Cloud Workflow.
3. Enter the Username and Password credentials that you provided during signup and click Login.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FUsCNVHxiZdKbcC5BjvBU%2Fcw5.JPG?alt=media&#x26;token=73dca1c7-75dd-4251-b085-7ba98c96b90d" alt=""><figcaption><p>Enter Login Credentials</p></figcaption></figure>

4. After logging in, you will be redirected to the DBSync Cloud Workflow **Home Screen**.

## **Installation and Setup**

1. Click **Add** **Template** > **Target Recruit to QuickBooks Desktop Integration** from the Template Library.
2. Click **Import**. You can choose to provide a custome name for the template and click **Next**.&#x20;
3. Click **Apps** from the left navigation bar to setup the **Connectors**.
4. From the list of available Connectors select the **Target Recruit** application and **QuickBooks Desktop** application and click **Add App.**
5. **For QuickBooks Desktop,** Download and install the **QuickBooks Desktop Web Connector** from the Intuit website.
6. Configure the **QuickBooks Desktop Web Connector** to connect with DBSync Cloud Workflow platform.
7. Provide the necessary details that might be required such as **API URL, Username, Password, Client ID** and **Security Token**.
8. Test both connections to verify credentials.

#### **Map Data Fields**

1. Select the current project and click **Setup**.&#x20;
2. In the **Setup** section, customize the field mappings for entities like:

* **Customers:** Name, Email, Phone Number, Billing Address.
* **Invoices:** Invoice Number, Date, Amount, Line Items.
* **Payments:** Payment Date, Amount, Reference Number.

3. Click **Next**.

#### **Schedule Synchronization**

1. Navigate to the **Schedule** tab.
2. Define sync intervals (e.g., every 1 hour, daily).
3. Enable the scheduler to automate data synchronization.

#### **Run Synchronization**

1. Navigate to the **Run** tab.
2. Click **Run** to start manual synchronization or check logs for automated runs if the integration is scheduled.
3. View sync logs under the **Execution Logs** tab.
4. Address errors with suggested solutions provided in the logs. Common errors include:
   * **Invalid Field Mapping:** Review the mapping configuration.
   * **Authentication Failure:** Recheck API credentials.

## **Troubleshooting**

#### **Common Issues and Solutions**

| Issue                       | Cause                               | Solution                                 |
| --------------------------- | ----------------------------------- | ---------------------------------------- |
| **Data not syncing**        | Incorrect API credentials           | Recheck TargetRecruit API details.       |
| **Mapping errors**          | Missing field mapping configuration | Validate field mappings in the template. |
| **QuickBooks error codes**  | Web Connector issues                | Restart the Web Connector and retry.     |
| **Workflow not triggering** | Trigger misconfiguration            | Check and reconfigure triggers.          |

<details>

<summary>FAQs</summary>

**Can I sync custom fields from TargetRecruit?**\
Yes, use the **Field Mapping** feature to sync custom fields between TargetRecruit and QuickBooks Desktop.

**Does this integration work in real-time?**\
The integration supports both real-time and scheduled data synchronization.

**How can I monitor the integration logs?**\
Go to the **Logs** section in DBSync Cloud Workflow to view synchronization history and errors.

</details>