Haruno can fetch the months of every connected QuickBooks company on a timetable, and email a summary afterwards. It only fetches. It never closes a month.
Mac appAvailablesince 1.3.54The summary emails are sent by hand by our team for now.
Windows appAvailableEach company has its own schedule, set from its menu.
Instead of pressing Sync on each company, you can let Haruno do it on a timetable. The timetable lives in the Scheduled screen, as a task called Sync QuickBooks.
The Sync QuickBooks task
Sync QuickBooks is listed above your own scheduled tasks. Haruno carries it itself, so you cannot delete it. It is off until you turn it on. It says: Syncs every company in your portfolio that is connected to QuickBooks. If no company is connected, it says so.
Its page shows:
an On switch, and whether it is on, off or fetching;
when it runs next, and when each company was last fetched;
the companies it covers, and any that are paused;
Fetch now, which fetches every company at once, whether the task is on or off;
Edit, which sets the timetable.
A company is paused when its QuickBooks needs reconnecting, or when it is archived in QuickBooks. The page says which.
Setting the timetable
Edit opens a sheet with Repeat and a time. The time is in your Mac's clock.
Repeat
What you also choose
Every day
The time
Monday to Friday
The time
Every week
Day of the week
Every month
Day of the month, from 1 to 28, or Last day
Every quarter
The day, as for a month. It runs in January, April, July and October
Haruno has to be running
A scheduled sync runs only while Haruno is open. Run in the background is on at first. With it on and a schedule switched on, closing the window keeps Haruno running in the menu bar. If the Mac is asleep or offline at the set time, the sync runs once as soon as it can. The switch is in Settings ▸ General ▸ Automations, which only the advanced view shows. See Settings: General.
What a scheduled sync does
A scheduled sync only fetches months from QuickBooks and files them. It never closes, reviews or restates a month. You still close a month yourself. See Closing a month.
A few rules keep it from doing the same work twice:
A missed time runs once, not once for every time missed.
A sync you pressed yourself after the set time counts as that run for that company.
A company that is already syncing is left for the next minute.
A company you connect while the task is on waits for its next time.
A sync that failed in a way that may pass is tried again after 15 minutes, then after an hour, then every four hours. It stops at the next scheduled time, or after two days.
The summary email
Under Companies, and in Settings ▸ Books, there is a switch: Email me a summary after scheduled syncs. The line under it says You'll get updates by email at your account's address. It is one switch for the whole app, kept for the account that turned it on. Another account that signs in on the same Mac finds it off. It shows when you are signed in and have QuickBooks companies.
When it is on, Haruno reports how each scheduled time ended for each company: synced, up to date, needs reconnecting, or could not sync. It says which months were brought in or read again. It never includes an amount. Nothing is reported for a try that will be repeated, for a time your own press covered, or for a stopped run.
Turning the switch off removes the summaries that were not emailed yet.
For the team: the emails are sent by hand
There is no mail service behind this switch yet. Our team writes each person's email from the operator console and sends it by hand. A summary can arrive well after the sync. Do not promise a time.
What to tell a customer
Set it once. Haruno fetches new months overnight or every Monday, and the Monday review starts from current books. A person still closes the month, so nothing in the reports changes without them.