QuickBooks Workforce to PowerBI (One-way) Integration Overview

QuickBooks Workforce to PowerBI (One-way) Integration Overview



                                                                         

Summary

This guide will give a detailed overview of every section and tab that you can find in your QuickBooks Workforce to PowerBI integration. 

Details




SyncEzy-Email

This is the email you signed up with to access the integration portal on integrations.syncezy.com

QB Workforce-Username

This is the email associated with the QuickBooks Workforce account you connected.

QB Workforce-Client_ID

This is the URL associated with the QuickBooks Workforce account you connected.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum

Notification Email

Enabling this option will send you an email to SyncEzy-Email about the sync status.

Import Inactive Employees

This is a custom add-on. Toggle the button on to import inactive/archived employees to the employee's table in the database.

Import Archived Jobs

This is a custom add-on. Toggle the button on to import inactive/archived jobs to the job codes table in the database.

Sync Geolocation Table

This setting imports geo location data from QuickBooks Workforce to SyncEzy servers.  This consumes a lot of space and is very resource intensive. It should only be turned on for customers who have purchased a special addon.

Data View



In the Data view tab, you can view data related to the Procore to SharePoint sync. You can also export them as an Excel spreadsheet.

Sync Status




In this tab, you can view the sync status - success or failure. The sync runs every day and you will be able to see when it starts and when it completes.

Sync Now

Use the Sync Now button in this tab to trigger a manual sync. SyncEzy's integration will automatically sync this for you. This button needs to be pressed only for the very first sync or as a backup option?

Plan Details



The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.

Customer Name

This is the name you signed up with on the integrations portal.

Customer Email

This is the email you signed up with on the integrations portal

Plan Name

This will always be Quickbooks Workforce PowerBi Integration - Scale.

Plan Code

This is the code we use internally and it is related to the plan name.

Plan Price

This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.

Interval of Subscription and Interval - unit of subscription

These two fields are related and specify how many months or years you have opted to subscribe for.

Next Bill Date

This field specifies the next date you will be billed for the subscription.

Subscription Status

This field specifies whether your integration is live or in trial.

Subscription ID and Subscription Number

These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy's support team to help you check.

Connection Details

The Connection Details page has all the details you need to connect the document to PowerBI or any other BI tool of your choice. There are 2 ways to find connection Details.
1. To view connection details, select Details option and select Connection Details.
​


2. To view connection details, click on the drop-down arrow to the right and then click Connection Details from the PowerBI side. 


Database Host Name

This is SyncEzy's host server name that you need to use when connecting your database

Port Number

This is the port number associated with the database. The QuickBooks Workforce to PowerBI integration uses a MySQL integration. The value is always 3306.

Database Name

This is the name of the main database where all your QuickBooks Workforce tables will be hosted. This value is used when connecting to the database.

Database Username

This is the specific username associated with the database name to authorize access into the database.

Database Password

This is the specific password associated with the database name and database username to authorize access into the database.

We also have a document linked in this page that guides you on how to connect to QuickBooks Workforce in PowerBI.

Sync Status Graph

This tab gives you a bar chart on how your sync is performing. In the X-axis, dates are mentioned and in the Y-axis, the number of minutes it took for a sync.





FAQ

The FAQ tab is a button that will link you to the QuickBooks Workforce to PowerBI FAQ document.

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Email - support@syncezy.com

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