Below is a list of important facts of which to be aware regarding the QuickBooks Web Connector service:

• Only one QuickBooks machine at your company should be using the Web Connector.  If multiple computers are connected at the same time, duplication of data or other sync issues may result.
• The Web Connector must not be run while received payments or vendor payments are being entered into ClickClaims.  This may result in incomplete and/or inaccurate records being sent to QuickBooks.
• When adding a new Product & Service Item (PSI) in ClickClaims, a support ticket must be submitted to E-Claim via the ticketing system in order to set up the vendor bill item/account in ClickClaims to allow proper invoice and bill data transfer.  The ClickClaims user interface (UI) only supports the setup of QuickBooks service items for invoices, not accounts/items for bills.
  • Please include the Product & Service Item (PSI) name (as it appears in ClickClaims), and how it should be mapped to QuickBooks: 
    • As a QB Account, if the PSI syncs as Expenses.
    • As a QB Service Item, if PSI syncs as Items.
• Received payments sync in batches of 40.  If you have more than 40 un-synced invoice payments, the QuickBooks Web Connector service will need to run multiple times until all have synced.
• Holdback bill support requires an optional setting to be enabled by E-Claim.
• The name of Products & Service Items (PSIs) must be limited to 31 characters, which is the maximum length permitted by QuickBooks.