This guide will give a detailed overview of every section and tab that you can find in your QuickBooks Time to OneDrive integration.
This is the email associated with your SyncEzy account.
This is the email associated with your QuickBooks Time account.
This is the URL of your company QuickBooks Time account.
This is the email of your OneDrive account where the data will be synced.
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.
That is where you enter the email to receive notifications about your sync status. You can change it or add multiple emails (separate each email with a comma).
In the Data view tab, you can view data related to the QuickBooks Time to OneDrive sync. You can also export them as an Excel spreadsheet.
In this tab, you can view the sync status - success or failure. The sync runs everyday and you will be able to see when it starts and when it completes.
This is where you setup the destination folder for OneDrive in order to sync the data from the QuickBooks Time.
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 Time to OneDrive. 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 Time, the file name is 1234 and the uploader is John. So if you write #FileName_#UploadersName, the file name in OneDrive 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 the Integration name you purchased.
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 Time to OneDrive FAQ
Have a support question?
We offer three support channels:
Phone - #1 for Support
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