Quickbooks Online Integration

SYNCrew can export data to Quickbooks Online! This flexible integration will let you get hours your team enters in SYNCrew directly into Quickbooks.

Initial Setup: The initial setup is a bit complicated due to the flexibility SYNCrew has built to make sure the hours get in how you need them. Unfortunately, due to the complex nature of the interactions between QBO and SYNCrew., we cannot help troubleshoot issues on the QBO side.

How to pull data: When you want to pull data from SYNCrew to Quickbooks, just follow these steps. Note that most people run these at the end of each pay period but you can run at other times or use the custom dates. Regardless, we recommend not running while workers are still clocked in for that period.

START IN SYNCREW: Open SYNCrew and do the following:

  1. Open SYNCrew and click on Settings in the navigation section at the left (circled in yellow below)
  2. Select QuickBooks underneath Settings (circled in green)
  3. Select the pay period you want (circled in purple)
  4. Click Save (circled in red)

5. Once the page reloads, pick “QBO” from the options under Quickbooks
6. Click “authorize quick books” to log into your QBO account

Now we need to set up the categories. Again, under settings, but this time click on “Configuration” and scroll down the page to find the “Employee Options” section.

You need to create at least one Category. If you create only one, it should be a simpler setup. Type a category name (Can be whatever you want) and click “Add”.

Then go back to the Quickbook settings, and into the “Time Sync Settings” and select the category.

If you added only one category, all the employees will be added to that category. Any employee of the selected category will have the hours imported into QB.

Finally, you have to make sure ALL EMPLOYEE AND PROJECT NAMES ARE THE SAME ACROSS SYNCREW AND QBO.

When you are ready to sync the hours, click on Update Quickbooks.

After you complete the steps above, check your email for a status update. If there were any issues with matching projects or workers to your data in Quickbooks, it will noted. Once you fix those issues, click “update quickbooks” again to send those hours over.

Teams

“Teams” are a way to group Workers together in SYNCrew and are viewed on the “teams” tab and are also filters that can be used in reports, worker time review and timesheets. Each worker MUST be on a team and all companies have a “default” team created when their SYNCrew account is created.

Different companies use teams for different reasons but here are some common reasons:

  • Manager name: Group workers by manager, where the managers name is the team name
  • Work location: For companies with different branch locations or large customer sites, the name of the brach or customer site can be set as the name
  • Work type: Some companies have different groups and they name the teams for the work type.

How to create and edit team

Creating a team is simple. Go to Settings –> Manage Teams. The following screenshot shows how to add a new team and how to edit the name of an existing team

Assigning workers to teams

Workers can be assigned to teams in two main ways:

  1. When editing a workers settings or creating a new worker, there is a place to select the team and it will update when the settings are saved.
  2. When you create or edit a team’s name as described above, you can check the box next to a name to put that person on the team. When you click “save,” all users who have a check box will be added to that team.

Assigning a manager to a team

Each team can have a manager assigned. The Manager is used to route certain alerts like time change request and in-app help request. A manager must have an admin account (limited or full admin) and then you can select them in the green box below when creating or editing the team.

Select team manager