Quickbooks Workforce to Salesforce integration FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here, please write to us at support@syncezy.com
About the QuickBooks Workforce to Salesforce integration
How often does the sync run?
Every 30 minutes. This is currently a one-way sync from QuickBooks Workforce to Salesforce.
How long does it take to transfer my opportunities across?
The integration syncs every 30 minutes as long as the Job has been edited and saved. This can be any edit (ie. adding a full stop to the private note) not just edits to the jobs area.
Occasionally due to transfer limits the sync can be delayed if hundreds of files are changed. We don’t lose any changes as, based on the QuickBooks Workforce changes, the sync will eventually catch up at the following sync.
What triggers the files being transferred?
Once you have made changes to an opportunity and hit save, the files will be synced in a 30 minute window. (ie. 9:00 , 9:30, 10:00 …)
Where do I go to check the settings and billing details on my Salesforce integration?
You can view your settings configurations and any billing details by going to the SyncEzy Portal here. In the Portal, navigate to Plan Details to see billing details.
Is there a limit on how many attachments can be sent in 24hrs?
There are no limits.
Can multiple people use the integration?
Yes, we do not restrict the number of users, once we sync the data into Salesforce, all of your Salesforce users can have access to the data. You can control different levels of access within Salesforce. Only the administrator needs to login to SyncEzy.
Can I change the Salesforce account?
Yes, login to your SyncEzy account at integrations.syncezy.com
Choose the integration you’d like to edit and “Reset Credentials” from the left menu. This will reset your credentials on both sides and you can reconnect the QuickBooks Workforce and Salesforce to a different account. The sync will start again from scratch and resync all your files from QuickBooks Workforce to Salesforce.
Can I customize what is sent over from Salesforce to QuickBooks Workforce?
At this stage you can’t customize what is sent over, or limit only certain files and folders to be sent over, everything from Salesforce will be sent over to QuickBooks Workforce.
Pricing / Accounts / SyncEzy-related questions
How does your pricing work?
Please contact us for pricing. Pricing is based on the number of Projects and amount of data synced.
Where is SyncEzy hosted?
Our application and the metadata that we store is hosted securely with Amazon Web Services (AWS). This is the same back end infrastructure system that QuickBooks Workforce uses.
Other questions
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
Have you done this before and what about the security of data?
Yes, we have. We have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully encrypted.
Related Articles
Quickbooks Workforce to Asana integration FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here, please write to us at support@syncezy.com About the Quickbooks Workforce to Asana integration How often does the ...Quickbooks Workforce to Power BI integration FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com About the QuickBooks Workforce to Power BI integration Please also visit ...Quickbooks Workforce to OneDrive integration FAQs
About the QuickBooks Workforce to OneDrive integration This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com Please also visit ...QuickBooks Workforce to Dropbox integration FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here please write to us at support@syncezy.com Please also visit our Integration Menu Overview article to learn more ...QuickBooks Workforce to Google Drive integration FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com Please also visit our Integration Menu Overview article to learn more about ...