Integration Portal User Guide

simPRO  - QuickBooks Time Integration - Overview

A typical workflow for your team might be as follows:

1. Create a Job in simPRO.
   
2. Job automatically comes to QuickBooks Time through SyncEzy.
   
3. Optionally schedule in QuickBooks Time.
   
4. Techs assign time to jobs and to detailed Section / Cost Centres within the job.
   
5. Time approved by Supervisor. Once the timesheet is approved it’s locked and can’t be edited.
   
6. Overnight time gets automatically scheduled into simPRO into the correct Job / Section / Cost Center.
   
7. On the payroll day of the week, the payroll manager sends the times to Xero. 
   

The SyncEzy system is designed to run automatically in the background so the user doesn’t have to do anything manually. 

This Automatic Sync transfers jobs from simPRO to QuickBooks Time and transfers schedules from QuickBooks Time to simPRO after approval.

It runs every 15 minutes (10:00, 10:15, 10:30, 10:45, etc.) and it looks for any new jobs created in simPRO and then imports those into QuickBooks Time.

For certain actions, the Automatic Sync also runs every night at midnight on a separate schedule. Here are some of the actions the sync performs every night.

1. Automatic scheduling of approved timesheets from QuickBooks Time to simPRO.
   
2. Import any new cost centers in existing jobs from simPRO to QuickBooks Time.
   
3. Import any new Activities from simPRO to QuickBooks Time.
   

If the Automatic Sync schedule is not soon enough, manual Sync can be pushed via the SyncEzy Integration Portal.