Before you start

• The Acumatica Integration is implemented via our Integrations Hub, a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party systems
• This is a paid additional feature of Assignar. Please reach out to your Assignar rep for pricing

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

Configuration

• ***Please note that (Changes) or (Updates) to a (Worker) must be made in Quickbooks on the (Employee)
• ***Please note that if you (Delete) a (Employee) in Quickbooks, the Integration will then detect this (Change) and mark the (Worker) as (Inactive / Archived) within Assignar.

Field Mapping

QBO Customers → Assignar Clients

Configuration

• You can choose to filter your (Active) QBO Customers by Customer Type.
  • Should you choose to filter by Customer Type, then you will need to create the Customer Types in QBO and assign the Customer Type to your Customers prior to the Integration being connected.
• 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.
• ***Please note that (Changes) or (Updates) to a (Client) must be made in Quickbooks on the (Customer)
• ***Please note that if you mark a (Customer) as (Inactive) in Quickbooks, the Integration will detect this and mark the (Client) as (Inactive) in Assignar. 

Field Mapping

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.

• ***Please note that (Changes) or (Updates) to a (Project) must be made in Quickbooks on the (Project)
• ***Please note that if you (Delete) a (Project) in Quickbooks, the Integration will then detect this (Change) and mark the (Project) as (Inactive / Archived) within Assignar.

Field Mapping 

Assignar Timesheets → QBO Time Activities

Field Mapping