Within the QuickBooks Connector dashboard, you have the ability to manage your Synchronization settings. You can even turn the automatic sync off completely if you'd prefer to manually trigger a sync only when needed. We also give you the option to set your Time Zone and your Integration's Start Date. This is all explained in more detail below.
Our Sync settings can be found on the main configuration dashboard under the Manage tab:
You can easily turn the automatic sync on/off on this page.
The Sync Now button will trigger a sync right away without waiting for the automatic sync.
Click on the Configure button and you will see additional settings:
Account Timezone - The timezone you'd like to see on your QuickBooks Connector dashboard, affects data like your invoices dates, payment dates, etc.
Integrations Starting Date - this is the date we'll start pulling your financial data. In this scenario, we won't be pulling any data before the 1st of September 2021.
In accordance with various data privacy regulations around the world (including GDPR), QuickBooks Connector performs regular anonymization and cleanup of historical data stored in OneSaas. The anonymization and regular cleanup of QuickBooks Connector data will not affect any data stored or already transferred to other systems.
This means that over time your Integrations Starting Date setting will be updated to reflect the regular cleanups. When this occurs, please do not backdate your Integrations Starting Date setting as that may risk re-syncing old data and causing duplications.
Finally, always remember to click Save or all your hard work will be forgotten!