DreamMaker/Qvinci - Run the Qvinci Bulk Sync

Server - FS-Dream

Application - Qvinci

Qvinci username: qvinci@dreammakerbk.com

Password: In the Password Vault

---------------------------------------------------------------------------------------------------

Login to FS -Dream > Login to the Qvinci svc user, credentials are in C:\Software

Qvinci runs in the hidden icons. Go to hidden icons > right click Qvinci > Open Sync Client

You may see this message. Click ok to close it and you will be disconnected after 60 minutes. This is a normal message for service users.

If Qvinci is logged in (It generally is logged in) go to the Bulk Sync tab > Verify all companies are checked > Select Sync

*For this KB I am only syncing one for the screenshots

To select one entity, check the entity to bulk sync > select a second entity > the sync button should enable > uncheck the second entity > select Sync. 

Once the Bulk sync starts select Show Details

You will see the path the file at the top and Qvinci will start to sync the reports to Qvinci from QB

I have found that Query #7 and #10 take the longest to sync

Once the QB file completes the sync successfully, You can view the results in the In-file Sync tab

If Qvinci is not logged in > Select the Bulk Sync tab > Enter the email address from above > enter the password in the password vault.

Follow the steps above to start the Bulk Sync

Verify the Qvinci Sync was successful.

To verify that each franchise's data has synced with Qvinci, open a browser and go to Login Here

Username: qvinci@dreammakerbk.com

Password: In the password vault under DreamMaker Qvinci

 

 

*Issues

Intuit Login Window - Since Intuit came out with QB 2022, they changed their billing model which now requires a login to Intuit weekly. This new model is causing the Intuit Login Window to open when Qvinci logs into the QB file. When this window opens, the sync will stop until it is closed. When you see the Intuit Login Window open, you will need top close it to proceed with the sync. 

Unrecoverable errors - From time to time I have seen an unrecoverable error trigger when first logging into the QB file and I have see it trigger when logging out of the file. If the unrecoverable error triggers, close the window and the sync will continue.