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
The sync will occur when timesheets for employees are approved in QuickBooks Workforce. After approval, timesheets will sync to simPRO within 30 minutes. Synced timesheets will appear in the schedule of the specific employee and the time will go against the labour hours and the job/section and cost centre in simPRO that the employee has clocked time on prior to approval.
Please note: Timesheets that are mass approved all at once for many employees may take more time to sync to simPRO.
When your integration is setup in the beginning, we will sync all pending and progress jobs in simPRO to QuickBooks Workforce. Your Support trainer will go over with you how jobs move back and forth from simPRO to Quikcbooks Workforce. It mainly involves using status triggers (Status dropdown menu within the Settings on a job in simPRO). For new jobs to be sent to QuickBooks Workforce from simPRO, the job will be created in simPRO and we will setup an automated status (called a job start status) that will trigger the job to send to QuickBooks Workforce once the job is Saved and Finished. We will also setup a job end status to unassign the job to all employees in QuickBooks Workforce once it has been invoiced, completed etc in simPRO. Most changes are to jobs syncs are completed within 15 minute intervals (00, 15, 30 and 45 around the clock).
You can also update and sync jobs from simPRO instantly in your SyncEzy portal account.
All of this is covered in your detailed integration training sessions.
When approved timesheets are sent to simPRO, we also sync over any notes on the timesheet and photos. Notes will sync to the Works Completed field on the job card in simPRO. Photos attached to timesheets we will sync to the attachments section of a job in simPRO.
We sync over approved timesheets from QuickBooks Workforce to simPRO. Once timesheets are approved they will sync over to simPRO within 30 minutes.
Please contact accounts@syncezy.com for all your billing inquiries.
When you commence your integration with us, you will be sent a welcome email with a short 10 minute video on the manual functionality of the SyncEzy portal. This is where you will manage the settings and perform manual functions as required for your specific integration. You will be guided on your training sessions with your Implementation Specialist on how our integration portal works.
The size limit will be dictated by which software you are integrating with and the max upload available. For simPRO, the limit is 80 MB.
There are no limits. We will sync any photos attached to approved timesheets into the attachments section of the job the employee clocked time on. Notes will sync to the Works Completed field on the job card.
You will need to login directly to QuickBooks Workforce to update any specific details and settings. For the integration settings you will log in to app.syncezy.com and for simPRO all the usual functionality will be available within your simPRO account.
Once your integration is setup, no changes can be made as to which QuickBooks Workforce or simPRO account is connected. This is all completed in the beginning when your integration is built. If you need to change accounts this would require our Development Team to action these changed. Please contact us at support@syncezy.com if you have any questions or require any changes.
We sync over all pending and progress jobs as well as activities (Tool Box Meetings, Vehicle Maintenance, Training, Travel etc) so that your employees can clock time on those jobs or activities. We also sync over schedules from simPRO to QuickBooks Workforce.
There are two options regarding scheduling your employees for this integration:
Please note: Scheduling is purely a prediction of work that may take place. Changes can be made to the schedule but we do not sync the schedule in QuickBooks Workforce to simPRO. We sync whatever an employee clocks time on and is approved by an Administrator or Manager is what is synced to simPRO.