Scheduling Jobs

Scheduling Jobs

To run a job on a schedule, check off Run Job on a Schedule and then configure the schedule options. The following schedule will run the job every 30 minutes between  6:00 AM and 6:59 PM every weekday:

When a job is scheduled to run automatically, the next time it will run displays in the Next Run column of the main screen:

If you don't see the Next Run value populated for a job that you have scheduled, then make sure that you have checked off Run Scheduled Jobs on the Tools menu.

Schedule Examples

  • Run at 5 AM every weekday morning: Check off Monday, Tuesday, Wednesday, Thursday, Friday. Set the interval to every 1 Hour(s) between 5:00 AM and 5:01 AM. As long as the interval is longer than the time the begin and and end time, the job will only run once.
  • Run every hour every day: Check off all the days. Set the interval to every 1 Hour(s) between 12:00 AM and 11:59 PM.
  • Run at 7 AM and 5 PM every day: Check off all the days. Set the interval to every 10 Hour(s) between 7:00 AM and 11:59 PM.

Run Jobs in Windows Service

The recommended method for running scheduled jobs is to use the Windows Service.

Select Tools > Options > System > Run Jobs In > Windows Service:

 The Windows service must have access to any of the resources Sync & Save will connect to. 

If there are access restrictions, the user account used by the Windows service can be changed by following these steps:
  1. Open the Services control panel by searching Services on the Windows start menu.
  2. Find the Sync And Save Service in the list, right click and select Properties.
  3. Select the Log On tab and select the specific user account that the service should use.

One limitation of the Windows service is that mapped drives may not exist in the context of the service. All drive paths configured in Sync & Save jobs should be to local drives or should use the UNC path instead of the mapped drive letter.

Run Jobs in User Interface

Jobs can be run by the Sync & Save application directly. Select Tools > Options > System > Run Jobs In > User Interface:

  • Select Current Account to restrict the Sync & Save jobs to only run when the current user is logged in.
  • Select Run Sync & Save when the current user logs in to start up Sync & Save automatically when the current user logs in.
There are several limitations to running Sync & Save in the user interface:
  • The user must be logged in and Sync & Save must be running for the scheduled jobs to run.
  • There may be errors if more than one user is logged in and attempting to run jobs at the same time.

Run Jobs in the Task Scheduler

The Windows Task Scheduler can be used without the need to configure individual Windows Tasks. Just select Tools > Options > System > Run Jobs In > Task Scheduler and jobs will run even if no user is logged in:

You will be prompted to enter a windows user name and password that the task will use to run even if no user is logged in:

Note that if you have existing manually configured Windows Tasks you should delete the manually configured tasks so that the job runs are not duplicated. If you select Use Windows Task Scheduler, Sync & Save will create a single Windows Task named SyncAndSaveTimer.

Sync & Save will not appear on the screen when jobs run automatically, even if a user is logged in.

Manually Configuring The Windows Task Scheduler

If the built in scheduler does not have enough options you can also manually run jobs using the Windows task scheduler.

 If you use a manually configured Windows Task you should not choose Run Scheduled Tasks in Sync & Save, otherwise the job runs will be duplicated.

First, copy the command line by clicking the Copy Command Line button on the Settings tab of the job.

In Windows 7, you then open the Task scheduler by going to Control Panel | Administrative Tools | Task Scheduler. In the Task Scheduler, choose Action | Create Basic Task... Give the task a name and select a schedule.

If you need a more complex schedule, don't worry. You can add more details in a later step.

Under Action, choose Start a program. Paste in the command value.

Click Next. If you get this next message, then click Yes to include the job name as an argument:

If you want to run more than one job from the same Windows Task, you can add additional job names in the argument box. Wrap each job name in quotes and separate the values with a space. For example:

"Invoice" "Customer Lookup" "Item Lookup"

If you want to adjust the schedule or allow the job to run even if no user is logged in, you will need to edit the properties of the task:

If you need a more complex schedule, select the existing Trigger and click Edit:

Edit the properties of the schedule. Note that some fields (like "Repeat task every:") allow you to enter your own values. This trigger will happen at 6:00 AM and 6:00 PM every day.

Check the details of the trigger to make sure it is what you expect:

Check off "Run whether user is logged on or not" to allow the task to run with no logged in user.

You will be prompted to enter an account for the task to use when you click OK on the task properties:

After your task is saved, you can find it again by selecting the Task Scheduler Library to filter down the list of tasks:


  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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