This is where you setup the destination folder for Dropbox in order to sync the data from the QuickBooks Workforce.
Your Primary folder name : This is Top level folder in which all the files will be Syncing. You may rename this folder at the time of Integration setup if you wish to.
Your Sub folder name: This will be the folder under the Primary folder. You may rename this folder at the time of Integration setup if you wish to.
File structure name: You can provide a fixed file structure naming to all your files from QuickBooks Workforce to Dropbox. You can also add four dynamic values - Title, Uploaders Name, Date and Time of upload, File Name. The parameters are given in the top left corner.
Example: You want the file name to be the uploader's name and file name. In QuickBooks Workforce, the file name is 1234 and the uploader is John. So if you write #FileName_#UploadersName, the file name in Google Drive will be 1234_John
The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.
This is the name you signed up with on the integrations portal.
This is the email you signed up with on the integrations portal
This will always be TSHEET_DROPBOX_01.
This is the code we use internally and it is related to the plan name.
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.
This field specifies whether your integration is live/trial or in other status.
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.
The FAQ tab is a button that will link you to the QuickBooks Workforce to Dropbox FAQ document.