How It Helps
Managing a large volume of data in QuickBooks Online, such as thousands of customers, jobs, or service items, can be challenging. Workyard streamlines this process by enabling you to automatically import and update your customers, jobs, and service items from QuickBooks Online to Workyard with just one click.
How It Works
To get started, you will need to link your QuickBooks Online account to Workyard by following the instructions in our guide. Once you have connected the accounts, navigate to the "Settings" menu item in the top right-hand corner of the page and select "Organization". From there, choose the "Integrations" tab and activate the QuickBooks Online auto-syncing options that best suit your needs:
Auto Import: This option automatically imports all active customers, jobs, and service items from QuickBooks Online to Workyard.
Auto Update: This option automatically applies any changes made to active customers, jobs, or service items from QuickBooks Online to linked projects in Workyard.
Once the auto-sync feature is enabled, Workyard will sync every 30 minutes during business hours to keep your data up-to-date.
Here are the top reasons why customers, jobs or service items may not be auto-imported or updated to Workyard.
QuickBooks Online Connection
The QuickBooks Online connection to Workyard has been disconnected. Go to the "integrations" menu item, click "Connect" on the QuickBooks Online option and follow the prompts to reconnect Workyard.
Customers & Projects
Your customer information in QuickBooks Online does not contain a billing or shipping address. This is required in order to auto create a geofence for your Project in Workyard. The project will be moved to 'Do Not Import' in Workyard if the customer does not contain a billing or shipping address.
The display name used in the customer information matches the name of a project in Workyard that is already mapped.
The customer is set as inactive in your QuickBooks Online account.
The service item name used matches the code name of a cost code in Workyard that is already mapped.
The service item is set as inactive in your QuickBooks Online account.
Our customer support team is always here to help if you have questions or would like some help. Contact us at firstname.lastname@example.org or message us via the Help icon.