diff --git a/AyaNovaQBI/util.cs b/AyaNovaQBI/util.cs
index 74903e3..45f32d7 100644
--- a/AyaNovaQBI/util.cs
+++ b/AyaNovaQBI/util.cs
@@ -10,6 +10,7 @@ using Newtonsoft.Json.Linq;
 using Interop.QBFC15;
 using System.Text.RegularExpressions;
 using System.Windows.Forms;
+using System.Data;
 
 namespace AyaNovaQBI
 {
@@ -891,6 +892,1528 @@ namespace AyaNovaQBI
 
         #endregion qb specific utils
 
+        #region QB API helper methods/ attributes/cached lists
+        /// <summary>
+        /// Populate or repopulate the list of 
+        /// </summary>
+        public static void PopulateQBListCache()
+        {
+            //Get the cached QB data				
+            Waiting w = new Waiting();
+            w.Show();
+            w.Ops = "Reading from QuickBooks...";
+
+
+
+            w.Step = "Classes";
+            PopulateQBClassCache();
+
+            w.Step = "Vendors";
+            PopulateQBVendorCache();
+
+            w.Step = "Customers";
+            PopulateQBClientCache();
+
+            w.Step = "Items";
+            PopulateQBItemCache();
+
+            if (!(QVersion < 3))//qbXML 3.0 or higher (QB 2004 any country or newer)
+            {
+                w.Step = "Invoice templates";
+                PopulateQBInvoiceTemplates();
+            }
+
+            //case 632
+            w.Step = "Accounts";
+            PopulateQBAccountCache();
+
+            //case 519
+            w.Step = "Terms";
+            PopulateQBTermsCache();
+
+            w.Close();
+        }
+
+        #region QuickBooks "items"
+        public enum qbitemtype
+        {
+            Inventory,
+            NonInventory,
+            Service,
+            OtherCharge,
+            Assembly
+
+        }
+
+        private static DataTable _dtQBItems = null;
+
+        /// <summary>
+        /// qb items
+        /// </summary>
+        public static DataTable QBItems
+        {
+            get
+            {
+                return _dtQBItems;
+            }
+        }
+
+
+        /// <summary>
+        /// Given a QB Item ID, return the 
+        /// AyaNova Vendor ID linked to that items
+        /// QB preferred Vendor ID or 
+        /// Guid empty on any problem or not found
+        /// </summary>
+        /// <param name="QBItemID"></param>
+        /// <returns></returns>
+        public static Guid AyaVendorForQBItem(string QBItemID)
+        {
+            if (QBItemID == null || QBItemID == "") return Guid.Empty;
+            DataRow dr = _dtQBItems.Rows.Find(QBItemID);
+            if (dr == null || dr["VendorID"] == null || dr["VendorID"].ToString() == "") return Guid.Empty;
+
+            DataRow drVendor = _dtQBVendors.Rows.Find(dr["VendorID"].ToString());
+            if (drVendor == null) return Guid.Empty;
+
+            if (!QBI.Maps.Contains(drVendor["ID"].ToString(), RootObjectTypes.Vendor)) return Guid.Empty;
+
+            //Ok we have a matching vendor in the list, return the guid of it
+            return QBI.Maps[drVendor["ID"].ToString(), RootObjectTypes.Vendor].RootObjectID;
+        }
+
+
+        /// <summary>
+        /// Populate the cached qb data
+        /// billable
+        /// </summary>
+        private static void PopulateQBItemCache()
+        {
+            if (_dtQBItems == null)
+            {
+                _dtQBItems = new DataTable("QBItems");
+                //setup the columns
+                _dtQBItems.Columns.Add("ID", typeof(string));
+                _dtQBItems.Columns.Add("FullName", typeof(string));
+                _dtQBItems.Columns.Add("Type", typeof(qbitemtype));
+                _dtQBItems.Columns.Add("Modified", typeof(DateTime));
+                _dtQBItems.Columns.Add("Price", typeof(decimal));
+
+                _dtQBItems.Columns.Add("Cost", typeof(decimal));
+                _dtQBItems.Columns.Add("SalesDesc", typeof(string));
+                _dtQBItems.Columns.Add("ReorderPoint", typeof(decimal));
+                _dtQBItems.Columns.Add("VendorID", typeof(string));
+
+
+
+                _dtQBItems.PrimaryKey = new DataColumn[] { _dtQBItems.Columns[0] };
+
+                //Case 237
+                _dtQBItems.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBItems.Clear();
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                IItemQuery ItemQ = requestSet.AppendItemQueryRq();
+
+                //Active items only
+                ItemQ.ORListQuery.ListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
+
+
+                //This is intended to be called after already sucessfully connected
+                //to get version info so no special safety checks here
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+
+                //Added: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
+                if (response.StatusCode > 499)
+                {
+                    throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
+
+                }
+
+                //Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
+                if (response.StatusCode == 0)
+                {
+
+                    IORItemRetList orItemRetList = response.Detail as IORItemRetList;
+
+                    if (!(orItemRetList.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (orItemRetList.Count - 1); ndx++)
+                        {
+                            IORItemRet orItemRet = orItemRetList.GetAt(ndx);
+
+                            // IY: The ortype property returns an enum
+                            // of the elements that can be contained in the OR object
+                            switch (orItemRet.ortype)
+                            {
+                                case ENORItemRet.orirItemServiceRet:
+                                    {
+                                        // orir prefix comes from OR + Item + Ret
+                                        IItemServiceRet ItemServiceRet = orItemRet.ItemServiceRet;
+
+                                        IORSalesPurchase sp = ItemServiceRet.ORSalesPurchase;
+                                        _dtQBItems.Rows.Add(new object[] {
+                                                                     ItemServiceRet.ListID.GetValue(),
+                                                                     ItemServiceRet.FullName.GetValue(),
+                                                                     qbitemtype.Service,
+                                                                     ItemServiceRet.TimeModified.GetValue(),
+                                                                     PriceGrabber(sp),
+                                                                     CostGrabber(sp),
+                                                                     SalesDescGrabber(sp),
+                                                                     0,
+                                                                     PrefVendorGrabber(sp)
+
+                                                                 });
+
+
+
+
+                                    }
+                                    break;
+                                case ENORItemRet.orirItemInventoryRet:
+                                    {
+                                        IItemInventoryRet ItemInventoryRet = orItemRet.ItemInventoryRet;
+                                        _dtQBItems.Rows.Add(new object[] {
+                                                                     ItemInventoryRet.ListID.GetValue(),
+                                                                     ItemInventoryRet.FullName.GetValue(),
+                                                                     qbitemtype.Inventory,
+                                                                     ItemInventoryRet.TimeModified.GetValue(),
+                                                                    PriceGrabber(ItemInventoryRet.SalesPrice),
+                                    PriceGrabber(ItemInventoryRet.PurchaseCost),
+                                    ProcessQBString(ItemInventoryRet.SalesDesc),
+                                    QuanGrabber(ItemInventoryRet.ReorderPoint),
+                                    BaseRefIDGrabber(ItemInventoryRet.PrefVendorRef)
+
+
+
+                                                                 });
+                                    }
+                                    break;
+                                case ENORItemRet.orirItemNonInventoryRet:
+                                    {
+                                        IItemNonInventoryRet ItemNonInventoryRet = orItemRet.ItemNonInventoryRet;
+                                        _dtQBItems.Rows.Add(new object[] {
+                                                                     ItemNonInventoryRet.ListID.GetValue(),
+                                                                     ItemNonInventoryRet.FullName.GetValue(),
+                                                                     qbitemtype.NonInventory,
+                                                                     ItemNonInventoryRet.TimeModified.GetValue(),
+                                    PriceGrabber(ItemNonInventoryRet.ORSalesPurchase),
+                                                                     CostGrabber(ItemNonInventoryRet.ORSalesPurchase),
+                                                                     SalesDescGrabber(ItemNonInventoryRet.ORSalesPurchase),
+                                                                     0,
+                                                                     PrefVendorGrabber(ItemNonInventoryRet.ORSalesPurchase)
+
+                                                                 });
+                                    }
+                                    break;
+                                case ENORItemRet.orirItemOtherChargeRet:
+                                    {
+                                        IItemOtherChargeRet ItemOtherChargeRet = orItemRet.ItemOtherChargeRet;
+                                        _dtQBItems.Rows.Add(new object[] {
+                                                                     ItemOtherChargeRet.ListID.GetValue(),
+                                                                     ItemOtherChargeRet.FullName.GetValue(),
+                                                                     qbitemtype.OtherCharge,
+                                                                     ItemOtherChargeRet.TimeModified.GetValue(),
+                                    PriceGrabber(ItemOtherChargeRet.ORSalesPurchase),
+                                                                     CostGrabber(ItemOtherChargeRet.ORSalesPurchase),
+                                                                     SalesDescGrabber(ItemOtherChargeRet.ORSalesPurchase),
+                                                                     0,
+                                                                     PrefVendorGrabber(ItemOtherChargeRet.ORSalesPurchase)
+
+                                                                 });
+                                    }
+                                    break;
+                                case ENORItemRet.orirItemInventoryAssemblyRet:
+                                    {
+                                        IItemInventoryAssemblyRet ItemInventoryAssemblyRet = orItemRet.ItemInventoryAssemblyRet;
+                                        _dtQBItems.Rows.Add(new object[] {
+                                                                     ItemInventoryAssemblyRet.ListID.GetValue(),
+                                                                     ItemInventoryAssemblyRet.FullName.GetValue(),
+                                                                     qbitemtype.Assembly,
+                                                                     ItemInventoryAssemblyRet.TimeModified.GetValue(),
+                                    PriceGrabber(ItemInventoryAssemblyRet.SalesPrice),
+                                                                     PriceGrabber(ItemInventoryAssemblyRet.PurchaseCost),
+                                                                     ProcessQBString(ItemInventoryAssemblyRet.SalesDesc),
+                                                                     QuanGrabber(ItemInventoryAssemblyRet.BuildPoint),
+                                                                     BaseRefIDGrabber(ItemInventoryAssemblyRet.PrefVendorRef)
+
+                                                                 });
+                                    }
+                                    break;
+                            }
+                        } // for loop
+                    } // if 
+
+                }
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBItems: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+        /// <summary>
+        /// Given a qb BaseRef object
+        /// return the ListID or empty string if null
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static string BaseRefIDGrabber(IQBBaseRef b)
+        {
+
+
+            if (b != null && b.ListID != null)
+            {
+                return b.ListID.GetValue();
+            }
+            return "";
+
+
+
+        }
+
+        /// <summary>
+        /// Given a qb Pricetype object
+        /// return the price or zero on any issue
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static decimal PriceGrabber(IQBPriceType p)
+        {
+            decimal d = 0;//default
+
+            if (p != null)
+            {
+                d = System.Convert.ToDecimal(p.GetValue());
+            }
+
+
+            return d;
+        }
+        /// <summary>
+        /// Given a qb IQBQuanType object
+        /// return the value as decimal or zero on any issue
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static decimal QuanGrabber(IQBQuanType p)
+        {
+            decimal d = 0;//default
+
+            if (p != null)
+            {
+                d = System.Convert.ToDecimal(p.GetValue());
+            }
+
+
+            return d;
+        }
+        /// <summary>
+        /// Given a qb salespurchase object
+        /// return the price
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static decimal PriceGrabber(IORSalesPurchase sp)
+        {
+            decimal d = 0;//default
+            decimal d1 = 0;
+            decimal d2 = 0;
+            if (sp != null)
+            {
+                if (sp.SalesOrPurchase != null && sp.SalesOrPurchase.ORPrice != null && sp.SalesOrPurchase.ORPrice.Price != null)
+                {
+                    d1 = System.Convert.ToDecimal(sp.SalesOrPurchase.ORPrice.Price.GetValue());
+                }
+
+                if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.SalesPrice != null)
+                {
+                    d2 = System.Convert.ToDecimal(sp.SalesAndPurchase.SalesPrice.GetValue());
+                }
+
+                //get the highest price of the two
+
+                if (d1 > d2)
+                    d = d1;
+                else
+                    d = d2;
+            }
+
+
+            return d;
+        }
+
+
+        /// <summary>
+        /// Given a qb salespurchase object
+        /// return the purchase cose
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static decimal CostGrabber(IORSalesPurchase sp)
+        {
+            decimal d = 0;//default
+
+            if (sp != null)
+            {
+
+                if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.PurchaseCost != null)
+                {
+                    d = System.Convert.ToDecimal(sp.SalesAndPurchase.PurchaseCost.GetValue());
+                }
+
+
+            }
+
+
+            return d;
+        }
+
+        /// <summary>
+        /// return the sales description if available
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static string SalesDescGrabber(IORSalesPurchase sp)
+        {
+            string str = "";
+
+            if (sp != null)
+            {
+
+                if (sp.SalesOrPurchase != null && sp.SalesOrPurchase.Desc != null)
+                {
+                    str = sp.SalesOrPurchase.Desc.GetValue();
+                }
+
+
+                if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.SalesDesc != null)
+                {
+                    str = sp.SalesAndPurchase.SalesDesc.GetValue();
+                }
+
+
+            }
+
+
+            return str;
+        }
+
+        /// <summary>
+        /// return the preferred vendor if available
+        /// </summary>
+        /// <param name="sp"></param>
+        /// <returns></returns>
+        private static string PrefVendorGrabber(IORSalesPurchase sp)
+        {
+            string str = "";
+
+            if (sp != null)
+            {
+
+                if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.PrefVendorRef != null && sp.SalesAndPurchase.PrefVendorRef.ListID != null)
+                {
+                    str = sp.SalesAndPurchase.PrefVendorRef.ListID.GetValue();
+                }
+
+
+            }
+
+
+            return str;
+        }
+        #endregion quickbooks items
+
+        #region QuickBooks "Transactionclasses"
+
+
+        private static DataTable _dtQBClasses = null;
+
+        /// <summary>
+        /// QB Transaction Classes
+        /// </summary>
+        public static DataTable QBClasses
+        {
+            get
+            {
+                return _dtQBClasses;
+            }
+        }
+
+
+
+
+        /// <summary>
+        /// Populate the cached qb data
+        /// billable
+        /// </summary>
+        private static void PopulateQBClassCache()
+        {
+            if (_dtQBClasses == null)
+            {
+                _dtQBClasses = new DataTable("QBClasses");
+                //setup the columns
+                _dtQBClasses.Columns.Add("ID", typeof(string));
+                _dtQBClasses.Columns.Add("FullName", typeof(string));
+
+
+                _dtQBClasses.PrimaryKey = new DataColumn[] { _dtQBClasses.Columns[0] };
+                //Case 237
+                _dtQBClasses.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBClasses.Clear();
+
+            //case 3268
+            _dtQBClasses.Rows.Add(new object[] { TRANSACTION_CLASS_NO_CLASS_SELECTED, "< Do not use classes >" });
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                IClassQuery cq = requestSet.AppendClassQueryRq();
+
+                //transactions
+                cq.ORListQuery.ListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
+
+
+
+                //This is intended to be called in a secondary thread immediately after already sucessfully connected
+                //to get version info so no special safety checks here
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error, likely no classes defined
+                if (response.StatusCode == 0)
+                {
+
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    IClassRetList cl = response.Detail as IClassRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            IClassRet clitem = cl.GetAt(ndx);
+                            if (clitem != null && clitem.FullName != null && clitem.ListID != null)
+                            {
+                                //add a record to the datatable
+                                _dtQBClasses.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.FullName.GetValue() });
+                            }
+                        } // for loop
+                    } // if 
+                }//if status ==0 nonzero means some error, probably no classes defined
+
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBClasses: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+
+        #endregion quickbooks transaction classes
+
+        #region QuickBooks Invoice Templates
+
+
+        private static DataTable _dtQBInvoiceTemplates = null;
+
+        /// <summary>
+        /// QB Transaction Templates
+        /// </summary>
+        public static DataTable QBInvoiceTemplates
+        {
+            get
+            {
+                return _dtQBInvoiceTemplates;
+            }
+        }
+
+
+
+
+        /// <summary>
+        /// Populate the cached qb data
+        /// Invoice templates
+        /// </summary>
+        private static void PopulateQBInvoiceTemplates()
+        {
+            if (_dtQBInvoiceTemplates == null)
+            {
+                _dtQBInvoiceTemplates = new DataTable("QBInvoiceTemplates");
+                //setup the columns
+                _dtQBInvoiceTemplates.Columns.Add("ID", typeof(string));
+                _dtQBInvoiceTemplates.Columns.Add("FullName", typeof(string));
+                _dtQBInvoiceTemplates.PrimaryKey = new DataColumn[] { _dtQBInvoiceTemplates.Columns[0] };
+
+                //Case 237
+                _dtQBInvoiceTemplates.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBInvoiceTemplates.Clear();
+
+            _dtQBInvoiceTemplates.Rows.Add(new object[] { "", "< Use default >" });
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                ITemplateQuery cq = requestSet.AppendTemplateQueryRq();
+
+
+                //This is intended to be called in a secondary thread immediately after already sucessfully connected
+                //to get version info so no special safety checks here
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //sLastRequestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error, likely no templates defined
+                if (response.StatusCode == 0)
+                {
+
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    ITemplateRetList cl = response.Detail as ITemplateRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            try
+                            {
+
+                                ITemplateRet clitem = cl.GetAt(ndx);
+                                bool b = clitem.IsActive.GetValue();
+                                b = clitem.TemplateType == null;
+                                if (clitem != null &&
+                                    clitem.Name != null &&
+                                    clitem.ListID != null &&
+                                    clitem.TemplateType.IsSet() &&
+                                    clitem.TemplateType.GetValue() == ENTemplateType.tttInvoice)
+                                {
+                                    //add a record to the datatable
+                                    _dtQBInvoiceTemplates.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.Name.GetValue() });
+                                }
+                            }
+                            catch (System.Runtime.InteropServices.COMException ex)//QBFC7 - throwing this exception here on last item in list can't pin it down
+                            {
+                                string s = ex.ToString();
+                            }
+
+                        } // for loop
+                    } // if 
+                }//if status ==0 nonzero means some error, probably no classes defined
+
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+
+                await IntegrationLog( "PopulateQBInvoiceTemplates: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+
+        #endregion quickbooks Templates
+
+        #region QuickBooks "Customers"
+
+        private static string GetQBCustomerEditSequence(string customerid)
+        {
+
+            string strEditSequence = "";
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                ICustomerQuery cq = requestSet.AppendCustomerQueryRq();
+                cq.IncludeRetElementList.Add("EditSequence");
+                cq.ORCustomerListQuery.ListIDList.Add(customerid);
+
+
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error this is unrecoverable
+                //so throw an exception
+
+                //Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
+                if (response.StatusCode > 499)
+                {
+                    throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
+
+                }
+
+                //Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
+                if (response.StatusCode == 0)
+                {
+                    ICustomerRetList cl = response.Detail as ICustomerRetList;
+                    if (!(cl.Count == 0))
+                    {
+                        ICustomerRet clitem = cl.GetAt(0);
+                        if (clitem != null)
+                            strEditSequence = clitem.EditSequence.GetValue();
+                    }
+
+                }
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "GetClientEditSequence: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+
+            }
+
+            return strEditSequence;
+        }
+
+        private static DataTable _dtQBClients = null;
+
+        /// <summary>
+        /// QB Transaction Clients
+        /// </summary>
+        public static DataTable QBClients
+        {
+            get
+            {
+                return _dtQBClients;
+            }
+        }
+
+        #region Address structure
+        /// <summary>
+        /// Address properties
+        /// </summary>		
+        public struct Address
+        {
+
+            public string DeliveryAddress;
+            public string City;
+            public string StateProv;
+            public string Country;
+            public string Postal;
+        }
+
+        #endregion
+        /// <summary>
+        /// Populate the cached qb data
+        /// of customers / clients
+        /// </summary>
+        private static void PopulateQBClientCache()
+        {
+            if (_dtQBClients == null)
+            {
+                _dtQBClients = new DataTable("QBClients");
+
+                //setup the columns
+                _dtQBClients.Columns.Add("ID", typeof(string));
+                _dtQBClients.Columns.Add("FullName", typeof(string));
+                _dtQBClients.Columns.Add("MailAddress", typeof(Address));
+                _dtQBClients.Columns.Add("StreetAddress", typeof(Address));
+                _dtQBClients.Columns.Add("Phone", typeof(string));
+                _dtQBClients.Columns.Add("Fax", typeof(string));
+                _dtQBClients.Columns.Add("AltPhone", typeof(string));
+                _dtQBClients.Columns.Add("Email", typeof(string));
+                _dtQBClients.Columns.Add("Contact", typeof(string));
+                _dtQBClients.Columns.Add("Created", typeof(DateTime));
+                _dtQBClients.Columns.Add("Modified", typeof(DateTime));
+                _dtQBClients.Columns.Add("Account", typeof(string));
+
+                _dtQBClients.PrimaryKey = new DataColumn[] { _dtQBClients.Columns[0] };
+
+                //Case 237
+                _dtQBClients.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBClients.Clear();
+
+
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                ICustomerQuery cq = requestSet.AppendCustomerQueryRq();
+
+                //Active Customers only
+                cq.ORCustomerListQuery.CustomerListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
+
+                //case 1664
+                //not sure why these were ever in here to be honest
+
+                //whups, it's *necessary* see case 1100
+                //there is a bug in qbfc7 which blows if there are "special" characters
+                //it was fixed later but we use qbfc7 currently
+
+                cq.ORCustomerListQuery.CustomerListFilter.ORNameFilter.NameRangeFilter.FromName.SetValue("0");
+                cq.ORCustomerListQuery.CustomerListFilter.ORNameFilter.NameRangeFilter.ToName.SetValue("ZZ");
+
+
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                // string requestXML = requestSet.ToXMLString();
+                // MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                // MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error this is unrecoverable
+                //so throw an exception
+
+                //Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
+                if (response.StatusCode > 499)
+                {
+                    throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
+
+                }
+
+                //Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
+                if (response.StatusCode == 0)
+                {
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    ICustomerRetList cl = response.Detail as ICustomerRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            ICustomerRet clitem = cl.GetAt(ndx);
+                            if (clitem != null)
+                            {
+                                //add a record to the datatable
+
+
+                                DataRow dr = _dtQBClients.Rows.Add(
+                                    new object[]{
+                                                clitem.ListID.GetValue(),
+                                                clitem.FullName.GetValue(),
+                                                ProcessAddress(clitem.BillAddress),
+                                                ProcessAddress(clitem.ShipAddress),
+                                                ProcessQBString(clitem.Phone),
+                                                ProcessQBString(clitem.Fax),
+                                                ProcessQBString(clitem.AltPhone),
+                                                ProcessQBString(clitem.Email),
+                                                ProcessQBString(clitem.Contact),
+                                                clitem.TimeCreated.GetValue(),
+                                                clitem.TimeModified.GetValue(),
+                                                ProcessQBString(clitem.AccountNumber),
+
+                                });
+                            }
+                        } // for loop
+                    } // if 
+
+                }
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBClients: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+
+            }
+
+        }
+
+        /// <summary>
+        /// Take a qb address and return an AyaNova friendly 
+        /// address structure
+        /// </summary>
+        /// <param name="a"></param>
+        /// <returns></returns>
+        private static Address ProcessAddress(IAddress a)
+        {
+            Address b = new Address();
+            b.City = "";
+            b.Country = "";
+            b.DeliveryAddress = "";
+            b.Postal = "";
+            b.StateProv = "";
+            if (a == null) return b;
+            //Append each line of the address, add cr/lf for each line if present after
+            //the first line
+            //Assumption: First line always has *something* in it
+            b.DeliveryAddress = ProcessQBString(a.Addr1);
+            b.DeliveryAddress += AyaBizUtils.SS("\r\n", ProcessQBString(a.Addr2), "");
+            b.DeliveryAddress += AyaBizUtils.SS("\r\n", ProcessQBString(a.Addr3), "");
+
+            //Address line 4 is a qbxml 2 or higher feature
+            if (QVersion > 1.1)
+                b.DeliveryAddress += AyaBizUtils.SS("\r\n", ProcessQBString(a.Addr4), "");
+
+            //Country specific:
+            b.City = ProcessQBString(a.City);
+
+            //QBFC7 unifies county and province to "state"
+            b.StateProv = ProcessQBString(a.State);
+
+            //switch(QCountry)
+            //{
+            //    case "CA":
+            //        b.StateProv=ProcessQBString(a.Province);
+            //        break;
+            //    case "UK":
+            //        b.StateProv=ProcessQBString(a.County);
+            //        break;
+            //    default:
+            //        b.StateProv=ProcessQBString(a.State);
+            //        break;
+
+            //}
+
+            b.Country = ProcessQBString(a.Country);
+
+            b.Postal = ProcessQBString(a.PostalCode);
+
+
+
+            return b;
+        }
+
+        /// <summary>
+        /// Handle null qb string types with "aplomb" :)
+        /// </summary>
+        /// <param name="qs"></param>
+        /// <returns></returns>
+        private static string ProcessQBString(IQBStringType qs)
+        {
+            if (qs == null) return "";
+            return qs.GetValue();
+        }
+
+        #endregion quickbooks transaction Clients
+
+        #region QuickBooks "Vendors"
+
+
+        private static DataTable _dtQBVendors = null;
+
+        /// <summary>
+        /// QB Vendors
+        /// </summary>
+        public static DataTable QBVendors
+        {
+            get
+            {
+                return _dtQBVendors;
+            }
+        }
+
+
+        /// <summary>
+        /// Populate the cached qb data
+        /// of Vendors 
+        /// </summary>
+        private static void PopulateQBVendorCache()
+        {
+            if (_dtQBVendors == null)
+            {
+                _dtQBVendors = new DataTable("QBVendors");
+
+                //setup the columns
+                _dtQBVendors.Columns.Add("ID", typeof(string));
+                _dtQBVendors.Columns.Add("FullName", typeof(string));
+                _dtQBVendors.Columns.Add("MailAddress", typeof(Address));
+                _dtQBVendors.Columns.Add("StreetAddress", typeof(Address));
+                _dtQBVendors.Columns.Add("Phone", typeof(string));
+                _dtQBVendors.Columns.Add("Fax", typeof(string));
+                _dtQBVendors.Columns.Add("AltPhone", typeof(string));
+                _dtQBVendors.Columns.Add("Email", typeof(string));
+                _dtQBVendors.Columns.Add("Contact", typeof(string));
+                _dtQBVendors.Columns.Add("Created", typeof(DateTime));
+                _dtQBVendors.Columns.Add("Modified", typeof(DateTime));
+                _dtQBVendors.Columns.Add("Account", typeof(string));
+
+                _dtQBVendors.PrimaryKey = new DataColumn[] { _dtQBVendors.Columns[0] };
+
+                //Case 237
+                _dtQBVendors.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBVendors.Clear();
+
+
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                IVendorQuery cq = requestSet.AppendVendorQueryRq();
+
+                //Active Vendors only
+                cq.ORVendorListQuery.VendorListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
+
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error; this is unrecoverable
+                //so throw an exception
+
+                //Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
+                if (response.StatusCode > 499)
+                {
+                    throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
+
+                }
+                //Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
+                if (response.StatusCode == 0)
+                {
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    IVendorRetList cl = response.Detail as IVendorRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            IVendorRet clitem = cl.GetAt(ndx);
+                            if (clitem != null)
+                            {
+                                //add a record to the datatable
+
+
+                                DataRow dr = _dtQBVendors.Rows.Add(
+                                    new object[]
+{
+    clitem.ListID.GetValue(),
+    clitem.Name.GetValue(),
+    ProcessAddress(clitem.VendorAddress),
+    ProcessAddress(clitem.VendorAddress),
+    ProcessQBString(clitem.Phone),
+    ProcessQBString(clitem.Fax),
+    ProcessQBString(clitem.AltPhone),
+    ProcessQBString(clitem.Email),
+    ProcessQBString(clitem.Contact),
+    clitem.TimeCreated.GetValue(),
+    clitem.TimeModified.GetValue(),
+    ProcessQBString(clitem.AccountNumber)
+});
+                            }
+                        } // for loop
+                    } // if 
+
+                }
+
+
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBVendors: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+
+        #endregion quickbooks Vendors
+
+
+
+        #region QuickBooks "accounts"
+
+
+        private static DataTable _dtQBAccounts = null;
+
+        /// <summary>
+        /// QB Transaction Classes
+        /// </summary>
+        public static DataTable QBAccounts
+        {
+            get
+            {
+                return _dtQBAccounts;
+            }
+        }
+
+
+
+
+        /// <summary>
+        /// Populate the cached qb account list data
+        /// </summary>
+        private static void PopulateQBAccountCache()
+        {
+            if (_dtQBAccounts == null)
+            {
+                _dtQBAccounts = new DataTable("QBAccounts");
+                //setup the columns
+                _dtQBAccounts.Columns.Add("ID", typeof(string));
+                _dtQBAccounts.Columns.Add("FullName", typeof(string));
+                _dtQBAccounts.Columns.Add("Type", typeof(string));
+
+                _dtQBAccounts.PrimaryKey = new DataColumn[] { _dtQBAccounts.Columns[0] };
+                //Case 237
+                _dtQBAccounts.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBAccounts.Clear();
+
+
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                IAccountQuery cq = requestSet.AppendAccountQueryRq();
+
+                //accounts (active ones only)
+                cq.ORAccountListQuery.AccountListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
+
+
+
+                //This is intended to be called in a secondary thread immediately after already sucessfully connected
+                //to get version info so no special safety checks here
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error, likely no classes defined
+                if (response.StatusCode == 0)
+                {
+
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    IAccountRetList cl = response.Detail as IAccountRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            IAccountRet clitem = cl.GetAt(ndx);
+                            if (clitem != null && clitem.FullName != null && clitem.ListID != null)
+                            {
+                                //add a record to the datatable
+                                _dtQBAccounts.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.AccountType.GetAsString() + " - " + clitem.FullName.GetValue(), clitem.AccountType.GetAsString() });
+                            }
+                        } // for loop
+                    } // if 
+                }//if status ==0 nonzero means some error, probably no classes defined
+
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBAccounts: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+
+        #endregion quickbooks accounts
+
+        #region QuickBooks "Terms"
+
+
+        private static DataTable _dtQBTerms = null;
+
+        /// <summary>
+        /// QB Transaction Classes
+        /// </summary>
+        public static DataTable QBTerms
+        {
+            get
+            {
+                return _dtQBTerms;
+            }
+        }
+
+
+
+
+        /// <summary>
+        /// Populate the cached qb terms list data
+        /// </summary>
+        private async static void PopulateQBTermsCache()
+        {
+            if (_dtQBTerms == null)
+            {
+                _dtQBTerms = new DataTable("QBTerms");
+                //setup the columns
+                _dtQBTerms.Columns.Add("ID", typeof(string));
+                _dtQBTerms.Columns.Add("FullName", typeof(string));
+
+                _dtQBTerms.PrimaryKey = new DataColumn[] { _dtQBTerms.Columns[0] };
+                //Case 237
+                _dtQBTerms.DefaultView.Sort = "FullName asc";
+            }
+            else
+                _dtQBTerms.Clear();
+
+
+
+            //Connect to QB and fill
+            // IY: Create the session manager object using QBFC
+            QBSessionManager sessionManager = new QBSessionManager();
+
+            // IY: We want to know if we begun a session so we can end it if an
+            // error happens
+            bool booSessionBegun = false;
+
+            try
+            {
+                // IY: Get the RequestMsgSet based on the correct QB Version
+                IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
+
+                // IY: Initialize the message set request object
+                requestSet.Attributes.OnError = ENRqOnError.roeStop;
+
+                // IY: Add the request to the message set request object
+                ITermsQuery cq = requestSet.AppendTermsQueryRq();
+
+
+                //This is intended to be called in a secondary thread immediately after already sucessfully connected
+                //to get version info so no special safety checks here
+                sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
+                sessionManager.BeginSession("", ENOpenMode.omDontCare);
+                booSessionBegun = true;
+
+                // IY: Do the request and get the response message set object
+                IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
+
+                // Uncomment the following to view and save the request and response XML
+                //string requestXML = requestSet.ToXMLString();
+                //MessageBox.Show(requestXML);
+                // SaveXML(requestXML);
+                //string responseXML = responseSet.ToXMLString();
+                //MessageBox.Show(responseXML);
+                // SaveXML(responseXML);
+
+                IResponse response = responseSet.ResponseList.GetAt(0);
+                //nonzero indicates an error, likely no classes defined
+                if (response.StatusCode == 0)
+                {
+
+                    //int statusCode = response.StatusCode;
+                    //string statusMessage = response.StatusMessage;
+                    //string statusSeverity = response.StatusSeverity;
+                    //MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
+                    IORTermsRetList cl = response.Detail as IORTermsRetList;
+
+                    if (!(cl.Count == 0))
+                    {
+                        for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
+                        {
+                            IORTermsRet clitem = cl.GetAt(ndx);
+                            if (clitem != null)
+                            {
+                                //add a record to the datatable
+                                if (clitem.StandardTermsRet != null && clitem.StandardTermsRet.ListID.IsSet())
+                                    _dtQBTerms.Rows.Add(new object[] { clitem.StandardTermsRet.ListID.GetValue(), clitem.StandardTermsRet.Name.GetValue() });
+                                else
+                                    _dtQBTerms.Rows.Add(new object[] { clitem.DateDrivenTermsRet.ListID.GetValue(), clitem.DateDrivenTermsRet.Name.GetValue() });
+
+                            }
+                        } // for loop
+                    } // if 
+                }//if status ==0 nonzero means some error, probably no classes defined
+
+                // IY: Close the session and connection with QuickBooks
+                sessionManager.EndSession();
+                booSessionBegun = false;
+                sessionManager.CloseConnection();
+
+
+            }
+            catch (Exception ex)
+            {
+                await IntegrationLog( "PopulateQBTerms: Failed with exception:" + ex.Message);
+                if (booSessionBegun)
+                {
+                    sessionManager.EndSession();
+                    sessionManager.CloseConnection();
+                }
+                throw;
+            }
+
+        }
+
+
+
+        #endregion quickbooks Terms
+
+        #endregion