Overview

We've introduced a new enhancement to the Simpro to QuickBooks Workforce Integration that gives you greater control over which employees receive newly synchronized jobs.

Previously, every new job synchronized from Simpro was automatically assigned to all employees in QuickBooks Workforce, regardless of whether the job was synchronized automatically or manually through the integration.

With this update, you can now choose specific employees or groups to receive job assignments.

What's Changed?

Previously, every new Simpro job synchronized to QuickBooks Workforce was automatically assigned to all employees. This applied to both automatically synchronized jobs and jobs that were manually pushed through the integration. There was no option to limit job assignments to specific employees or groups.

With this enhancement, you can now select the QuickBooks Workforce employees or groups that should be assigned to synchronized jobs.

Once configured:

• All new jobs synchronized from Simpro will be assigned only to the selected employees or groups.
• If an existing synchronized job is updated through the integration, the job assignment will also be updated to the selected employees or groups.
• If no employees or groups are selected, the integration will continue using the previous behavior by assigning jobs to all employees.

This enhancement provides better control over job assignments, ensuring that only relevant employees or teams receive synchronized jobs.

How to Configure

To configure job assignments:

1. Log in to app.syncezy.com.
2. Open your QuickBooks Workforce Integration.
3. Navigate to API Settings.
4. Locate Select QuickBooks Time Assignees for Simpro Jobs.
5. Select the employees and/or groups that should receive synchronized jobs.
6. Save your changes.

Once saved, all future synchronized jobs and updates to existing synchronized jobs will use the selected assignments.

Default Behavior

If no employees or groups are selected in the settings:

• New Simpro jobs will continue to be assigned to all QuickBooks Workforce employees.
• This ensures backward compatibility for existing customers who do not wish to configure the new option.

Benefits

This enhancement allows you to:

• Assign jobs only to the relevant employees or teams.
• Reduce unnecessary job assignments.
• Improve workforce organization and scheduling.
• Maintain backward compatibility with the existing "assign to all employees" behavior when no selection is configured.

Questions?

If you have any questions about this enhancement or need assistance configuring the QuickBooks Time Assignees for Simpro Jobs setting, please contact our support team at support@syncezy.com.

We're happy to help with configuration, troubleshooting, and any questions about how this feature works.