Configure Integration Settings

How to choose what syncs for a connected integration such as QuickBooks Online, and which settings are fixed.

Written by Ethan RiveraUpdated over a week ago3 min readBeginner

What this guide covers

This guide explains how to choose what syncs for a connected integration, using QuickBooks Online as the example. You will also learn which parts of the sync are fixed and where to watch for sync errors.

Before you begin

You need Owner or Admin permissions.
The integration must already be connected.

Step 1: Open the integration

Go to /settings and click Marketplace.
Open the connected integration. For QuickBooks Online, click Manage integration.

Screenshot: The QuickBooks page with the Sync settings section showing a switch for Customers, Invoices, Payments, and Products & services.

Step 2: Choose what syncs

Under Sync settings on the QuickBooks page, each kind of record has its own switch: Customers, Invoices, Payments, and Products & services. A change is saved as soon as you flip the switch. There's no separate Save button.

Turning Payments on sends waiting changes to payments JobsiteOn had already sent within a few minutes, along with payments that were due to go when it was last turned off but hadn't reached QuickBooks yet, if their invoice is already there. From then on, JobsiteOn sends payments recorded after that moment. Payments recorded while it was off aren't sent, except on invoices JobsiteOn adds to QuickBooks afterward, or when you choose Different payments for one on a possible duplicate. Payments recorded in QuickBooks come into JobsiteOn while the switch is on. See Sync Invoices with QuickBooks.

Animation: Turning the Payments switch off and on under Sync settings on the QuickBooks page.

Step 3: Sync timing

There's no setting for how often QuickBooks syncs. JobsiteOn sends your changes every two minutes, and QuickBooks changes arrive as they happen, with a backup check once a day (once a week if nobody on your team has used JobsiteOn in the last 7 days). See QuickBooks Sync Schedule.

Step 4: Field mappings

The QuickBooks field mappings are fixed. There's no setting to change which JobsiteOn field goes to which QuickBooks field, or to leave a field out. See QuickBooks Entity Mapping.

Step 5: Watch for sync errors

JobsiteOn doesn't email you about sync errors. Check the sync errors page, /settings/marketplace/quickbooks/manage/errors, and the banners on the QuickBooks page. Whenever a sync error is open, the QuickBooks page shows a banner with a View sync errors link, and a stronger one, "A QuickBooks payment may be counted twice", when a possible duplicate payment is waiting for your answer. See Resolve Sync Errors.

Note: Even with Customers off, an invoice's customer is sent to QuickBooks with the invoice, because a QuickBooks invoice needs one.

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