Full Sync Errors

  • Prerequisites
    • Agent needs access to QuickBooks
  • Test system - cy3.corebridge.net
  • Test QuickBooks file: CB Agent Training - Full Sync
    • admin password: AbC123xYz
    • question: pet / ralph
    • File should always remain intact. It was saved after a successful sync. When training someone from scratch use the intact file then break stuff.
    • For testing, create a backup. Use the backup to break things in order to get sync errors. The backup file is the one that will be loaded on the trainee's computer for testing
    • Industry Type: Retail Shop or Online Commerce
    • Corporation
  • Break stuff in QuickBooks
    • Delete payment: 
      • Refund in Full / CB-44
    • Purchase order
      • Delete purchase order: Computaleta Services / 181212-1
      • Delete vendor: Computaleta Services
    • Order
      • Delete order: John Goldstein / INV-152
      • Delete order: Extra Payment  / I-134
      • Delete item: ACM Polyester 4mm (0.3) -271
    • Customer
      • Delete customer in QB: NSF
      • Add new Other Name: NSF
    • Make an Part inactive
      • Digital Media - Vehicle Wrap
    • Change the account type of an income account to Other Income
      • Banners
    • Make a sales tax item (agency) inactive
      • DE
    • Merge two sales tax items (agencies)
      • winner: City-Tax
      • loser: State Tax
    • Create customer in QuickBooks that matches a Vendor in CoreBridge
      • Sign Supplies
    • Merge an item so it no longer exists
      • Banner Printed - Outdoor
    • Delete invoices
      • INV-101 - Magic Carpets
    • Delete payments

    • Delete payment
    • Delete vendor type
      • Tax agency
  • Clear maps in CoreBridge
    • INV-101 - Magic Carpets
    • Tax Group: State and City Taxes
    • DE
    • Income Account: Banners
    • Part: Digital Media - Vehicle Wrap
    • Customer: NSF
    • order: INV-152
    • purchase order: Computaleta Services / 181212-1
    • Payment: Refund in Full / CB-46
    • Vendor: Sign Supplies