The Cloud Accounting Package Upload Process
After you have logged into DataShare, started the DataShare upload, and provided your cloud accounting package login details the rest of the conversation between the cloud package and the DataShare platform happens in the background. When DataShare extracts data from an online accounting system, you won't see a progress bar on your screen.
At this point the DataShare platform and the cloud accounting package are talking to each other and sharing the selected company data, data is being requested from the cloud package and being sent to the DataShare platform transaction by transaction.
Depending on the size of your company file, the number of entries it contains, and how busy the cloud accounting package platform happens to be at the time of your request this process may take several minutes to complete. The transfer however is occurring as a system-to-system transfer so you are free to carry on with other tasks or shut down your machine and power off if you need to - the transfer will continue.
Viewing the Status of your Upload
You can view the progress of your cloud accounting package upload in the DataShare Portal - refresh your browser to see the latest status.
Each cloud accounting package upload will move through three states;
- Loading - data is being extracted and sent to the DataShare platform.
- Processing - all data has been received and is now queued for or is currently being processed.
- Complete - all data has been received and processed and is available to view in DataShare View.
The example below shows the QuickBooks Online accounting package in the middle of a data extract with DataShare.
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