Quickbooks Workforce to Power BI integration

Quickbooks Workforce to Power BI integration FAQs





This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com


About the QuickBooks Workforce to Power BI integration

Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration. For setup instructions please visit QuickBooks Workforce Power BI setup documentation.

How often does the sync run?

The sync runs every 2 hours and extracts data from QuickBooks Workforce.

You also have an option to run the sync instantly from the portal.


Where is the Data Stored? 

The Data is stored in a SyncEzy MySQL server that you can connect to from any analytics program.


How secure is the sync?

Short answer: Very secure.

The longer answer, The API keys are encrypted at rest and all our communication with QuickBooks Workforce is through 128 Bit SSL connections.


For servers and back end infrastructure we use the same secure AWS infrastructure that is used by all the world’s leading organizations including QuickBooks Workforce, Procore, etc.

We also offer two-factor authentication for the admin users using the SyncEzy integration.


Can it be updated/refreshed instantly?

We have an option for a manual instant sync in the integration portal, from the apps menu, the integration administrator can run instant sync and refresh the data between the regular 2-hour syncs.


A typical use case might be: A timesheet error is noticed in the dashboard, this requires a change in Tsheets.  The user can edit and fix the timesheet in QuickBooks Workforce and then refresh the database to review the updated dashboards before the regular 2 hourly syncs.


What sort of data can be extracted?

Anything that is supported by the QuickBooks Workforce API can be extracted,  and we are constantly adding to this list at all times.  If you have any special requirements that are not covered reach out to us at support@syncezy.com


As of the current time the following data from QuickBooks Workforce is extracted:

  • timesheets

  • Custom fields

  • deleted _ timesheets

  • employee

  • groups

  • Job codes

  • jobcodes_assignment

  • locations

  • Time_off_requests


Why the deleted timesheets in QuickBooks Workforce appearing as regular time entries in the database table (PowerBI) received through SyncEzy?

This behaviour is expected because there are two distinct tables involved: "timesheets," where all time entries are stored, and "deleted_timesheets," where deleted time entries are logged.
Here's the key insight: when a timesheet is deleted, it isn't simply erased from the primary "timesheets" table. Instead, a corresponding entry is added to the "deleted_timesheets" table. 
To accurately obtain the current, active timesheet records, you will need to use the "deleted_timesheets" table and cross-reference the IDs to exclude the timesheets that are deleted.

Where can I use this data? What systems can connect to this?

You can use this data in any analytics/reporting program that accepts a MySQL database connection.  Typical examples include PowerBI, Tableau, Crystal reports, Klipfolio and more.


What sort of reports can be created with the data?

Payroll reports, Project costings, leave reports, forward planning, a Map view of timesheets, User lists based reporting, historical user lists, Overtime reports and more.


Here are some screenshots of Dashboards built with QuickBooks Workforce Data:




We also extract Geo-Location and Job Location data, so you can also project the data and overlay it on maps.



Can data be directly linked to the Database or is an intermediary server required? 

As a part of the service, we provide instructions for a secure connection to our Database, Most analytics programs can connect to a SQL database which makes it simpler to connect and build reports.


Can Geolocations be pulled from Quickbooks Workforce?

Yes, Geolocations (Location-based timestamps from Timesheets) can be pulled from QuickBooks Workforce and saved in the database.  Note that QuickBooks Workforce collects a lot of Geolocation points so this data table can be enormous. You need to be able to manage the data to build reports.


Can SyncEzy build the reports / Dashboards based on Quickbooks Workforce ?

We do not build reports or dashboards ourselves, but we can connect you to other partners who can do this for you.


Can additional tables be added to the Database?

Yes, if you are looking for a certain dataset that’s not available right now, please write to us and we can add additional tables to the database.


Are the tables indexed / Can you add more columns with specific queries to the table?

Yes, we have indexes on some of the tables where appropriate to improve performance. I’f you’d like us to add columns to the database they need to be generally relevant to all customers.  

Send us an email at support@syncezy.com  Where possible we try to accommodate all requests if the customization is generally applicable.  If what you need is very specific and very niche, we recommend you build your query in PowerBI.


Accounts and Pricing

Do you offer a free trial?

Unfortunately, due to the amount of work involved in the initial setup, we are unable to offer a free trial.  We can however get together on a call and give you a live demo in as much detail as you need. If you have any specific questions feel free to reach out.

Are there any lock-in contracts?

No contracts, we do not have long-term or annual contracts. We earn our keep every month by providing integration as a service.


What is your pricing?

Please contact us to get pricing. Pricing is dependent on the size of the QuickBooks Workforce Database.


Our pricing is made up of two components: 

  1. The initial one-time setup.

  2. An ongoing monthly fee for the number of properties synced.



Other questions

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Have you done this before and what about the security of data?

Yes, we have, we have been building integrations for the last eight years. With over 50 integrations built across various systems. All our communication between systems is fully encrypted.  We do not store your actual data in our systems, we only store the ids of the records and some minimum information for logging and troubleshooting.  We do not store tenant private data like contact details and property details in our system.

Where is the data stored? 

The data that’s transferred to Power BI is stored in their servers that are protected.  SyncEzy stores a minimum amount of log and record ID data to manage the sync, this is stored on SyncEzy’s AWS cloud servers in Sydney.  AWS is the same backend technology used by PropertyME. 


All data stored by SyncEzy is accessible to the user from the integration logs data view from their SyncEzy account.


What security measures are in place to ensure the security of information?

All three applications Power BI, SyncEzy and QuickBooks Workforce offer the same two-factor authentication as a means to prevent access by a stolen password.  This can be enabled by the users after logging in.


SyncEzy offers an end to end encrypted service so all communications to our site are controlled, Power BI and Quickbooks Workforce both offer oAuth 2.0 which follows industry best practice for creating API tokens.




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