The following flow diagram illustrates the full automated process that occurs nightly.
There is a distinct special content SQL file for each church such as /QBO_CHURCHNAME. This file is created from a template per this article.
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Sample Results of a SQL Query Returning a Batch to Process
Each night, a Python Script (/QBO_DataQuality_Check) runs looking for any mismatched Funds or Campuses. Any batches identified are returned to OPEN status. This Python Script is the same for ALL churches. This script is triggered by an external web service.
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Following this data quality check, the external web service then posts the valid transactions to the QBO account specified in its configuration.
Upon completion of this process, another Python Script (/Close_Batches) runs to populate the ReferenceID with the BatchID from QBO as well as update the Batch Status to Reconciled. This Python Script is the same for ALL churches. This script is triggered by an external web service.
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