From f290bec2a507b9531a60550c570614852760e504 Mon Sep 17 00:00:00 2001 From: Peter Simpson Date: Tue, 24 Mar 2026 12:12:19 +0000 Subject: [PATCH 1/3] first attempt at getting scheduling in the docs --- .../installing-the-quickbooks-connector.md | 19 ++++++++++++++++++- .../qbd-flow-sync-schedule.png | 3 +++ 2 files changed, 21 insertions(+), 1 deletion(-) create mode 100644 static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png diff --git a/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md b/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md index 34223c22f..f1f18d6b6 100644 --- a/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md +++ b/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md @@ -91,7 +91,22 @@ Next, the user should click **Update Selected**. -## 4. Wait for the connector to complete first link +## 4. Optionally, set up a sync schedule + +One of the main causes of issues with Codat’s QuickBooks Desktop integration is simultaneous usage of the QuickBooks Desktop program, whilst the Intuit Web Connector is actively syncing data with Codat. This optional screen allows your end-users to schedule syncs to run outside of their business hours. + + + +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). +- 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. + +If you wish to enable QuickBooks Desktop Scheduling, please reach out to the support team: support@codat.io, who will be able to assist. + +## 5. Wait for the connector to complete first link Once the password is saved, access to QuickBooks will be granted and the connector will process the datasets you have chosen to _fetch on first link_ (see [Data Sync Settings](/core-concepts/data-type-settings)). @@ -99,6 +114,8 @@ If you have chosen to have your connectors perform a one-time synchronization, y If you have chosen to install your connectors for ongoing synchronizations, the connector will periodically process any dataset syncs or write operations you have queued using the Codat Portal or API. The connector will also start automatically when the system reboots. +If you are using sync scheduling, data may not be pulled immediately, as the linking action may be taking place outside of the required schedule. + ## Installation path The QuickBooks Desktop web connector is installed in Program Files. diff --git a/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png b/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png new file mode 100644 index 000000000..296193ea6 --- /dev/null +++ b/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:acf81d87f9d02626a9a9503d69dfcb7d59ded78e84e4d93ee8a51944b651f45f +size 247430 From b3979005d2c5325010be672362ed185619c9c465 Mon Sep 17 00:00:00 2001 From: Peter Simpson Date: Tue, 24 Mar 2026 12:14:43 +0000 Subject: [PATCH 2/3] compressing image --- .../accounting/quickbooksdesktop/qbd-flow-sync-schedule.png | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png b/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png index 296193ea6..457f30429 100644 --- a/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png +++ b/static/img/integrations/accounting/quickbooksdesktop/qbd-flow-sync-schedule.png @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:acf81d87f9d02626a9a9503d69dfcb7d59ded78e84e4d93ee8a51944b651f45f -size 247430 +oid sha256:f28711aa19ad9ac8f7b245caaa531e517e50c5132394d35787c7da6def807c25 +size 79900 From a6cf9bf984ab460941a99e3b73ac97ee31cbecaf Mon Sep 17 00:00:00 2001 From: Polina <112084241+pzaichkina@users.noreply.github.com> Date: Tue, 24 Mar 2026 12:29:37 +0000 Subject: [PATCH 3/3] Update installing-the-quickbooks-connector.md --- .../installing-the-quickbooks-connector.md | 18 +++++++++--------- 1 file changed, 9 insertions(+), 9 deletions(-) diff --git a/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md b/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md index f1f18d6b6..03448e6eb 100644 --- a/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md +++ b/docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md @@ -91,20 +91,20 @@ Next, the user should click **Update Selected**. -## 4. Optionally, set up a sync schedule +## 4. Optional: set up a sync schedule -One of the main causes of issues with Codat’s QuickBooks Desktop integration is simultaneous usage of the QuickBooks Desktop program, whilst the Intuit Web Connector is actively syncing data with Codat. This optional screen allows your end-users to schedule syncs to run outside of their business hours. +When issues occur in Codat’s QuickBooks Desktop integration, it's usually because the QuickBooks Desktop program is in use at the same time as the Intuit Web Connector is actively syncing data with Codat. This optional screen allows your end users to schedule syncs to run outside of their business hours, avoiding the conflict. - +Your users can configure the following options: +- **Sync window**: the hours during which Codat will attempt to sync data. +- **Days**: determines hether the schedule applies to weekdays only, or every day. +- **Time zone**: the end user's local time zone. -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). -- 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. +If the user doesn't customize their schedule, Codat detects their time zone from their browser settings and sets their sync window to 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. +If you want to enable QuickBooks Desktop scheduling, reach out to your account manager or support. ## 5. Wait for the connector to complete first link