📗 Sync Settings

Sync Settings

Summary This page allows you to configure what gets synchronized and how it is formatted.

How to use this page

• Auto-Sync:

  • Enable/Disable: Select Yes to enable Auto-Sync.
  • Sync Frequency: Enter a value (in minutes) between 60 - 1440 to control how often the auto-sync process runs.
  • Sync Data Types (Invoices, Expenses, Procurement, Payments):
    • Select Yes or No for each data type.
    • Disabling a type means it will be skipped during Auto-Sync operations.
  • Email Address: If auto-sync fails, a notification will be sent to this email address. Use a semicolon (;) between email addresses to add multiple recipients.

• Export Approved Expenses Only:

  • When enabled, only expenses marked as approved in ConnectWise PSA will be sent to QuickBooks.

• Credit Memo Application:

  • Choose how payments & credit memos are applied to multiple invoices.
    • Oldest: Applies to oldest invoices first.
    • Largest: Applies to largest invoices first.
    • Split: Applies evenly to all selected invoices.

• Invoice Format:

  • Select a format for how line items appear on the QuickBooks invoice.
    • Default - Invoices will post with minimal information. The description on the QuickBooks invoice will state Service for any labor billed.
    • Condensed - Invoices will post the following details with the summary information as follows:
      • ConnectWise standard invoice for projects - [projectname] / [projectphase]
      • ConnectWise standard invoice for service tickets - [srnumber] / [srsummary]
      • ConnectWise standard invoice for more than one service ticket will separate each ticket to its own line - [srnumber] / [srsummary]
    • Detailed - Invoices will post the following items in a text-only format, for each time entry:
      • Ticket # [srnumber]
      • Work role [workroledescription]
      • Work type [worktypedescription]
      • Resource [memberfirstandlastname]
      • [srsummary]
      • [time entry notes]
      • Hours (in decimals)
      • Rate (amount x quantity)

• Buttons & Actions

  • Save Changes: Saves changes and returns to Dashboard page.
  • Cancel: Discards changes and returns to Dashboard page.

Tips & Best Practices

• Auto-Sync: We recommend keeping "Auto-Sync" enabled so your books are always up to date without manual intervention.
• Expenses: Setting "Export Approved Expenses Only" is verified best practice to prevent unapproved costs from hitting your accounting system.