QuickBooks IIF - Added Customer Data Fix Progress Status
We've improved the QuickBooks Desktop (IIF) Fix Customer Data process by allowing it to run in the background, eliminating the need for users to remain on the Settings page while the process completes. Previously, users had to wait on the same screen until the operation finished, preventing them from continuing with other work. With this enhancement, the process now runs as a background task, with its progress displayed in the existing P3 top bar progress panel, similar to report exports. This allows users to continue navigating the system, assisting customers, and performing other tasks while the customer data update runs, resulting in a smoother and more efficient workflow.
Locating Customer Data Fix:
Go to Settings
Go to QuickBooks
Under QB Desktop (IIF), click on Data Settings
Scroll down to find Fix Customer Data button
Screenshots
Locating Customer Data Fix
Initiate Data Fix
Data Processing
Data Fix Completed
Fix Log Drilldown Report
Notes:
Must have QuickBooks Desktop (IIF) integration enabled in order to access the setting and the report.
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