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 simPRO to QuickBooks Workforce integration How often does the ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Archive Only Jobs in Bulk from Quickbooks Workforce To archive Jobs only in bulk from Quickbooks Workforce, please follow the below steps: 1. Go to Integration Portal menu. 2. ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Multiselect Jobs to Assign Job to all Employees or Unassign Job in Quickbooks Workforce When a Job in simPRO is added to QuickBooks Workforce by the SyncEzy integration it will ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Bulk Enter Time Off Usually, the system would require a start and end time for the simPRO Schedule to accept the timesheet. However, we have built a feature within the portal ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Common Timesheet Errors Error Message Cause Resolution Section ID is Missing The timesheet is either missing a cost centre or the cost centre no longer exists in simPRO Update ...
Integration Portal User Guide simPRO - QuickBook Time Integration - Add Timesheets to simPRO Once a Timesheet has been submitted on QuickBook Worforce, there is an additional step to ensure the Timesheet successfully transfers to simPRO. A timesheet ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Sync a New Employee If a new employee is added to QuickBooks Workforce the Portal will require the User List to be refreshed. By refreshing the User List the Portal will pair ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Adjust Timesheet Listing View The Timesheet listing function displays approved timesheets within a 30 day period for the month prior. For example, the date is December 5th, the ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Manual Timesheet Fetch Every night at midnight the sync looks for any time that has been approved in the past 14 days and brings it across from QuickBooks Workforce to simPRO. ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import Jobs/Quotes to QuickBooks Workforce Another function in the QuickBooks Workforce Sync Portal is an option to selectively import new Jobs and new Quotes. This feature is ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Cost Centres The second portal function is the Import New Cost Centres button. If you have created new cost centres in an existing simPRO job, normally these would ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Jobs When you log in, you will see that there are various manual “push” functions. The first of these is Import New Jobs. This function imports any new jobs created ...