QuickBooks Batch Processing

Contents

• Overview
• Prerequisites
• Configure Batch Processing
• How Batch Processing Works
• Supported Objects and Operations
• Monitor Batch Processing Jobs
• Batch Processing Behavior
• Best Practices
• Limitations
• Troubleshooting
• Frequently Asked Questions

Overview

QuickBooks Batch Processing improves synchronization performance by processing multiple integration events in a single batch instead of processing each event individually.

When enabled, Ordway groups eligible integration events and submits them together using QuickBooks batch APIs. This reduces the number of background jobs, minimizes API requests, and improves synchronization performance for organizations processing large transaction volumes.

Batch processing is particularly beneficial during high-volume periods, such as month-end processing, when many accounting synchronization events are generated.

Benefits

Batch Processing provides the following benefits:

• Reduces the number of background jobs.
• Improves synchronization performance.
• Reduces QuickBooks API requests.
• Optimizes database operations by processing multiple records together.
• Improves scalability for high-volume integrations.
• Improves overall integration throughput during high-volume synchronization. 

Prerequisites

Before enabling Batch Processing, ensure that:

• QuickBooks Online integration is configured.
• The integration supports batch operations.
• You have permission to modify QuickBooks integration settings.

Configure Batch Processing

Procedure

1. On the left navigation menu, click Setup → Integrations → Integration Settings. The Integration Settings page is displayed.
   
2. Locate QuickBooks Online and click Settings. The QuickBooks Online - Integration Settings page is displayed.
   
    
3. Click Default Settings. The Default QuickBooks Settings page is displayed.
   
4. Enable the Enable Bulk API Calls toggle.
5. Click Save.

Result

Batch Processing is enabled for the selected QuickBooks company. Ordway automatically processes eligible integration events in batches to improve synchronization performance.

Batch Processing Settings

Configure the following settings to control how integration events are processed.

Batch Processing Behavior

When Enable Bulk API Calls is enabled

Ordway automatically:

• Marks eligible integration events as Pending.
• Groups pending events into batches.
• Processes the batches using the QuickBooks Batch API.
• Updates the processing status for each integration event individually.

Batch size and synchronization intervals are configured internally by Ordway and require no additional user configuration.

When Enable Bulk API Calls is disabled

Ordway:

• Processes each integration event individually.
• Sends a separate QuickBooks API request for each event.
• Uses the standard synchronization workflow.

How Batch Processing Works

When Batch Processing is enabled, Ordway performs the following steps:

1. A user action or API request creates an integration event.
2. Ordway determines whether the event is eligible for batch processing.
3. Eligible integration events are marked as Pending. 
4. Ordway groups eligible pending integration events into batches and processes them using the QuickBooks Batch API. Batch size and processing intervals are managed internally by Ordway to optimize synchronization performance. 
5. A single QuickBooks batch request is submitted.
6. Ordway processes the response for each record individually.
7. Integration logs are updated with the processing result.

If Batch Processing is disabled, each integration event is processed immediately using the standard synchronization workflow.

Supported Objects and Operations

Batch Processing currently supports the following QuickBooks objects.

Objects or operations that are not supported continue to use the standard synchronization process.

Monitor Batch Processing Jobs

Administrators can monitor batch processing jobs from the Jobs page.

Navigate to: Administration > Jobs

The Jobs page displays pending and completed batch jobs.

The following information is available:

Use this page to verify that batch jobs have completed successfully and identify processing failures.

Best Practices

For optimal performance:

• Enable Batch Processing for high-volume QuickBooks integrations.
• Monitor completed jobs regularly.
• Review failed jobs to identify synchronization issues.

Limitations

• Batch Processing is available only when Enable Bulk API Calls are enabled for the QuickBooks integration. 
• Batch processing supports only the QuickBooks objects and operations documented in this guide.
• Batch size and processing intervals are managed internally by Ordway and cannot be configured by administrators.
• Each QuickBooks Batch API request can process up to 10 records, in accordance with QuickBooks Online Batch API limitations. 

Troubleshooting

Frequently Asked Questions