Quickbooks Online <> Assignar Workflows and Configurations

  • Updated

Introduction

This document will describe the supported workflows for Assignar's Quickbooks Online Integration.  In this document you will learn about how data is synced, how fields are mapped for each workflow and the available configuration options for each workflow.

Data Syncing

Once set up the Assignar - Quickbooks Online Integration will sync as described below.  In addition to the automatic time based data syncs, users can manually initiate a sync between these intervals which will result in data being moved across the systems sooner.

  • Automatic Syncs - Will Take Place 3 Times Per Day, Monday - Friday at approximately 6:00 AM, 12:00 PM and 6:00 PM Local Time.  Local time is determined during the setup process.
  • Manual Syncs - By pushing the Sync Now option, the Sync job will enter the queue, this job will start in 1 hour or less.
  • Timesheet Syncs - Timesheet workflow runs on a less frequent schedule to support payroll, syncing once per day after 1:00 AM Local Time.  This can be synced manually as needed and will follow the rules described above.

Workflows

QBO Employees → Assignar Fieldworkers

Field Mapping

QBO (Employees)

Assignar (Fieldworkers)

Employee ID

External ID

Primary Email Address

Username

Primary Email Address

Email

GUID

Integration_ID

--

User Type (Fieldworker)

--

Employment Type (Full Time)

Employee Contact - First Name

First Name

Employee Contact - Last Name

Last Name

 

QBO Customers → Assignar Clients

Configuration

  • You can choose to filter QBO customers by Customer Type.
  • By Checking the Sync Sub-Customers option those will be added as Clients in Assignar.  Make sure to check this option if you'd like to link time sheets to the sub-customer.

Field Mapping

QBO (Customers)

Assignar (Clients)

ID

External ID

Status

IsActive/Active

Customer Display Name

Client Name

Primary Email Address

Email

Primary Phone

Office Phone

Billing Address

Address

GUID

Integration_ID

QBO Projects → Assignar Projects

Configuration

On the Clients workflow in Assignar, choose the sync projects option if you'd like to link timesheets to QBO projects.

Field Mapping 

QBO (Projects)

Assignar (Projects)

Customer/Sub-Customer

Client

Project Name

Project Name

GUID

Integration_ID

Assignar Timesheets → QBO Time Activities

Field Mapping

Assignar (Timesheets)

QBO (Time Activities)

Date

Date

Employee 

Name

Rate (Taken from QBO Employee Record)

Cost Rate Per Hour

Client

Customer/Project

Time Worked

Time

“Synced from Assignar on [Date Time]. Details: [Client] – [Project] - [Order] - [Activity]"

Description

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