FAQ
Overview Before going live, we use the QBCust2SFAcctNF (QuickBooks Customer to Salesforce Account - New Field) flow to verify the "Pipe" is open. ...
Tue, 10 Mar, 2026 at 2:17 PM
Intuit frequently releases small "patches" to QuickBooks. Occasionally, these patches reset the "Integrated Application" permissions, ef...
Tue, 10 Mar, 2026 at 2:24 PM
NOTE: Turn off Scheduled flows before starting Utility flows!!! UTILITY FLOW DEFINITION There are 2 types of Utility flow: Bulk Load flows (with DR or D...
Tue, 5 May, 2020 at 10:57 AM
Overview A "Sync Failure" occurs when the InterWeave SmartAgent attempts to push a Salesforce Account to QuickBooks but is rejected by the QuickBo...
Tue, 10 Mar, 2026 at 2:15 PM
Overview While standard flows catch "New" or "Modified" data, Date Range (DR) flows act as a "Time Machine" to sweep up record...
Tue, 10 Mar, 2026 at 2:19 PM
Overview To maintain a "Single Source of Truth," you must decide which system owns the Invoice Number Sequence. The Two Strategies QuickBooks D...
Tue, 10 Mar, 2026 at 2:21 PM
Overview A "Time Zone Shift" can cause a record modified at 5:00 PM to appear as if it was modified at 9:00 PM, potentially causing the integratio...
Tue, 10 Mar, 2026 at 2:23 PM
This checklist ensures that your QuickBooks environment, Salesforce/Creatio instance, and the InterWeave SmartAgent are aligned for a seamless data flow. P...
Tue, 10 Mar, 2026 at 2:26 PM
Decoding QuickBooks Status Messages When a synchronization fails, the InterWeave Integration Manager logs a specific numerical code. Use this guide to iden...
Tue, 10 Mar, 2026 at 2:28 PM
When a customer reports a sync issue, follow this logical path to isolate the root cause: Check Connectivity: Is the SmartAgent "Green" in the I...
Tue, 10 Mar, 2026 at 2:31 PM