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first attempt at getting scheduling in the docs#1786

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pzaichkina merged 3 commits intomainfrom
qbd-scheduling
Mar 24, 2026
Merged

first attempt at getting scheduling in the docs#1786
pzaichkina merged 3 commits intomainfrom
qbd-scheduling

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@pj-simpson
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Description

This PR proposes to update the Installing the QuickBooks Connector page. This page deals with the QBD link flow, and we have new functionality which allows users to schedule Codat syncs, which is part of that link flow.

We announced the functionality, but it doesn't appear to be documented anywhere else.

Note: 'Pausing', which was also a product update in this area, IS adequately documented on this page.

Type of change

Please delete options that are not relevant.

  • Updating Existing Documentation

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vercel bot commented Mar 24, 2026

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Project Deployment Actions Updated (UTC)
codat-docs Ready Ready Preview, Comment Mar 24, 2026 0:33am

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<img src="/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png" />

The configurable options are:
- Sync window. The hours during which Codat will attempt to sync data (e.g. 7:00 PM to 7:00 AM).
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.

<img src="/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png" />

The configurable options are:
- Sync window. The hours during which Codat will attempt to sync data (e.g. 7:00 PM to 7:00 AM).
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.

<img src="/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png" />

The configurable options are:
- Sync window. The hours during which Codat will attempt to sync data (e.g. 7:00 PM to 7:00 AM).
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🚫 [vale] reported by reviewdog 🐶
[Google.Latin] Use 'for example' instead of 'e.g.'.

- Days. Whether the schedule applies to weekdays only, or every day.
- Time zone. The end-user's local time zone.

If your end does not customize their schedule, the Time Zone is automatically detected from their browser and the Sync Window will be 19:00 - 07:00 on Weekdays.
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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'doesn't' instead of 'does not'.

- Days. Whether the schedule applies to weekdays only, or every day.
- Time zone. The end-user's local time zone.

If your end does not customize their schedule, the Time Zone is automatically detected from their browser and the Sync Window will be 19:00 - 07:00 on Weekdays.
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.


If your end does not customize their schedule, the Time Zone is automatically detected from their browser and the Sync Window will be 19:00 - 07:00 on Weekdays.

If you wish to enable QuickBooks Desktop Scheduling, please reach out to the support team: support@codat.io, who will be able to assist.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Terms] Use 'Codat' instead of 'codat'.


If your end does not customize their schedule, the Time Zone is automatically detected from their browser and the Sync Window will be 19:00 - 07:00 on Weekdays.

If you wish to enable QuickBooks Desktop Scheduling, please reach out to the support team: support@codat.io, who will be able to assist.
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.

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Link check results for preview deployment (https://codat-docs-git-qbd-scheduling-codat.vercel.app):

[
  "[401] https://codat-docs-git-qbd-scheduling-codat.vercel.app/"
]

@pzaichkina pzaichkina merged commit 707e927 into main Mar 24, 2026
6 of 9 checks passed
@pzaichkina pzaichkina deleted the qbd-scheduling branch March 24, 2026 13:40
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3 participants