QuickBooks scheduled sync
Set a QuickBooks company to sync on a timetable, such as every weekday at 7:00, and get an email after each scheduled sync. A scheduled sync only fetches months. It never closes one.
- 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.
Each QuickBooks company in the Portfolio can sync itself on a timetable, so its latest months are waiting when you open Haruno.
Setting a schedule
Open the ⋯ menu on a linked company, on its card, in the table or on its page, and choose Sync schedule….
- Turn the schedule on
Use the switch at the top of the sheet.
- Choose how often
Repeat offers Every day, Monday to Friday, Every week on a day you pick, Every month and Every quarter. For a month or a quarter, pick a day from 1 to 28, or Last day. A quarter runs in January, April, July and October.
- Choose the time and press Save
The time is on this computer's clock, and the sheet names the time zone. The sheet says when the next sync will run. A new schedule starts as every day at 6:00 AM.
Once it is on, the company's card says how often and when, for example Every month on the last day at 7:00 AM, then Next sync with the time. Each company has its own schedule, or none. Turning a schedule on or changing it runs nothing at that moment. The next run is the next time it names.
What to know
- Haruno has to be open. Minimized is fine, and so is any page of the app. If Haruno is closed, asleep or offline at the time, the sync runs once, the next time Haruno is open and online. The card says A scheduled sync is due while it waits.
- It only fetches. A scheduled sync brings in months from QuickBooks and files them, exactly as Sync does. It never closes, reviews or restates a month. You still close the month yourself.
- It runs only where Sync is offered. A company that needs signing in again, was disconnected, or is archived in QuickBooks is not synced. Its card says the schedule is paused until the company is reconnected or restored. Books that still read Excel files have no schedule.
- A failed run is tried again. If QuickBooks cannot be reached, Haruno tries again a little later. A failure that will not clear shows on the card, and the schedule waits for its next time.
The email after scheduled syncs
At the bottom of the sheet is the switch Email me a summary after scheduled syncs. It says which address the updates go to. The same switch is in the Books sheet under a QuickBooks heading.
Each scheduled sync gets one line: synced, up to date, needs reconnecting, or could not sync. It names the company, the time, and the months that came in. It never carries an amount.
- It is one switch for the whole app and takes effect at once, without pressing Save.
- It belongs to the account that turned it on. Someone else signing in on the same computer finds it off.
- Turning it off removes the summaries that have not been emailed yet.
- It is not offered while nobody is signed in.
Nothing is sent for a sync you pressed yourself, or for a run that will be tried again.
A person who wants fresh QuickBooks figures every Monday morning sets a weekly schedule. They then open Haruno, close the month, and ask their questions.