You can now set up Workyard to automatically sync customers, jobs and service items from QuickBooks Online to Workyard every 30 minutes!
You can now set up Workyard to automatically sync customers, jobs and service items from QuickBooks Online to Workyard every 30 minutes!
Accurate Time Tracking Is So Much Easier With Workyard
You can now set up Workyard to automatically sync customers, jobs and service items from QuickBooks Online to Workyard every 30 minutes!
When you’ve got thousands of customers, jobs or even hundreds of service items in QuickBooks Online, it can become difficult to manage this data. Workyard has always made this easier by allowing you import customers, jobs and service items directly from QuickBooks at the click of a button.
Today, we’re going one step further by announcing that you can now set up Workyard to automatically sync customers, jobs and service items from QuickBooks Online to Workyard every 30 minutes!
How To Turn On The Auto Sync Setting
- Ensure your account is already connected to QuickBooks Online. To check this, login via workyard.com and go the integrations menu item in the bottom left hand corner.
- Click on the “Settings” menu item, in the top right hand corner.
- Then, select “Organization”.
- Under settings, select the “Integrations” Tab.
- Under the QuickBooks Online option, there are two auto syncing options you can switch on:
- Auto Import: Automatically imports any active customers, jobs or service item from QuickBooks Online to Workyard.
- Auto Update: Automatically applies any changes made to active customers, jobs or service items from QuickBooks Online to linked Projects in Workyard.
Once the auto sync setting is switched on, Workyard will sync every 30 minutes for updates between business hours.
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