SYNCrew can export data to Quickbooks Desktop! 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. For that reason, we insist on helping you so please email support@syncrew.com and ask to get this going.
How to pull data: When you wan to pull data from SYNCrew to QB, 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:
- Open SYNCrew and click on Settings in the navigation section at the left (circled in yellow below)
- Select QuickBooks underneath Settings (circled in green)
- Select the pay period you want (circled in purple)
- Click Save (circled in red)
Configuration screen in SYNCrew before each QB export
MOVE TO QUICKBOOKS: Open QuickBooks and do the following:
5. Go to the file menu and select “Update Web Service”
6. You may be asked to approve SYNCrew’s access at this time, please approve.
7. A window will open that shows you available apps yous can update and use. Make sure the box next to SYNCrew is selected (circled in orange) and then click “update Selected” (circled in green)
8. Once you click “Update Selected,” it may take some time depending on how many employees you have and how long the pay period is, but status bars at the bottom will keep you posted. Once the progress bars get to 100%, you can check the status to see if it was successsful or if there were errors:
IF EVERYTHING GOES RIGHT, you will see a window like this that shows “last result: ok.” If you see this, you are done and all data should be in QB!
IF SOMETHING IS NOT RIGHT, you will see a window like this that shows “last result: qbwc error:…” and then a description of the error. The error will usually be that the Customer:Project or Employee is not in Quickbooks. Once you fix the issue in QB, go back to step 7 and click “update selected.” If your projects and employees are not up to date in QB, this make take a few tries to get it fully synced.
Please note, we always recommend reviewing hours in QB to be sure they are correct!
Further reading: This integration was built to be as seamless as possible, but it is a bit complicated out of necessity due to the many ways our clients use both SYNCrew and Quickbooks.