With Chronicle’s Jupiter bridge, you can run a bridge or push a job to QB yourself. The ability to do this defaults to a level 7. If you wish to change this default or provide an exception for the accountant read Setting Security Levels for Different Options in Chronicle.
If you want to do this:
- The file must not be in single user mode.
- There must be an available login for the bridge to use.
So if you leave the file in multi-user mode and log out of the QB file to run the bridge that would satisfy those two condition.
If the data you expected to transfer did not do so you will need to send an email to firstname.lastname@example.org.
The tool to run a bridge is found on the Financial tab> Tool Bar> Run QB Bridge button. The options are:
- Run Quickbooks Bridge – this is the same as the nightly run and pushes customers and jobs to QB; and imports labor, invoices, and bills into Chronicle.
- Run Customer Import Bridge – talk to support to discuss why you might need to import customers from QB.
- Run customer Export Bridge – pushes only customers and jobs to QB
- Run Labor Import Bridge – imports only labor from QB
- Run file [file name] – used if you want to run a single QB file if you have more than one file
The most common action used is the 3rd one – Run Customer Export Bridge. If you enter a new job in Chronicle today and need it in QuickBooks right away, someone with a level 7 security (or has an exception) can run this bridge right away to get that new job into QuickBooks so that accounting work can continue.
There will be no indication that this bridge is running. It also does not tell you if it finished or failed. Most of the financial bridges run anywhere from 2m - 60m and the only way to tell if it worked or not is to check and see if the job is now in QB or the financials have moved to Chronicle. More often that not, the user did not satisfy the above conditions for running the bridge. If this still does not push the job(s) to QB, you will need to contact Chronicle Support.
How to tell if a job pushed to QB:
- Go to the Jobs Tab > find the job in question and click on it (you do not need to open the job file).
- Look at the info panel, and click on the ACCT (or accounting)tab. You will see the accounting for the job.
- If job is pushed, you will see a Job Acc. ID and a Customer App. ID. If the ID is blank or the label for the ID is not there, then it did not push. You will need to call Chronicle Support.
How to tell if the financials bridge back to Chronicle:
- Go to the Jobs Tab > find the job in question and click on it and open the file.
- Click on the Cost tab of the job file.
- At the bottom half of the job file you will see tabs for: invoices, material and sub costs, labor information, etc. Looking through the various tabs you can see if all the financial information bridge is there as you expect it to be. If it is not there, you will need to contact Chronicle Support.
There are many reasons why a bridge would fail.
- The QB server was not logged into and therefore the bridge failed.
- A different QB file was left open on the QB server and the bridge cannot connect to the one it needs.
- QB can get hung in the process list. You can close all QB related processes running and log in and out of QB.
- Sometimes QB messaging can stop a bridge from running. It needs to be closed rom the process list.
- If no static IPs are involved, the port 2080 could be closed.
- If someone left the file in single user mode, the bridge will fail. The file must be left in multi-use mode.
- Employees need to log off a QB each day so that there is an open seat for Chronicle to log into.
- If a job was previously pushed to an old QB file and has a customer ID but not job ID. Then call Call Chronicle Support.