In Summer '23, you can now automate sync of Deposits to Quickbooks.
To use this functionality, ensure that the app versions installed in your org are the following:
Payment Center v11.21
Apphesive v5.3
Apphesive extension v3.0
To set it up, you may follow the steps below:
Go to QuickBooks Connection, click QB Online, then create a new mapping Deposit Mapping.
In QuickBooks Connection, set the default Deposit Account and Fee Account.
Execute Batch Deposit Job:
Run the Batch Deposit Job on execute anonymous window. This will pull the deposit records from the processor and then link the associated payments. To do that:
Open Developer Console, click Debug, then click Open Execute Anonymous Window
Execute the following:
JavaScriptstring cron = '0 0 18 * * ?' ; //run everyday at 6PM System.Schedule('PaymentDepositBatch',cron,new fw1.PaymentDepositScheduler('processorname'));
Important Note
Make sure to use the label or name assigned to the processor record NOT the actual processor name, in Salesforce.
Example
JavaScriptString cron = '0 0 18 * * ?'; // Runs every day at 6 PM
System.schedule('PaymentDepositBatch', cron, new fw1.PaymentDepositScheduler('CardConnect-ACH'));Click Start Sync in Deposit Mapping, this should be scheduled after Batch Deposit runs
Confirm in Quickbooks:
The user will have to "Confirm" the synced deposit in Quickbooks
Availability: Summer '23 Release