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How often does WickedFile reconcile my data and sync with my integrated platforms?

WickedFile reconciles data at multiple levels by pulling from your Shop Management System, scans uploaded to WickedFile, and Plaid.

While reconciliation and sync times with WickedFile are not real-time, WickedFile reconciles daily and syncs with your integrated platforms throughout the day to ensure you are getting fresh data.

Shop Management System

  • We regularly sync with the Shop Management System throughout the day to keep everything up to date and in sync. Please allow a ~4 hour buffer for the most up-to-date RO data.

Scans Uploaded to WickedFile

  • Reconciliation is performed overnight. However, if an invoice or statement is edited, it’s automatically included in the next reconciliation cycle and will temporarily show a Pending or Processing status while updates are applied

Plaid

  • Plaid typically checks for and updates bank transactions automatically 1 to 4 times per day, depending on the financial institution.

QuickBooks

  • WickedFile syncs with QuickBooks multiple times a day, similar to Plaid and your SMS integration

To ensure documents are being ingested, and that your SMS/Plaid/QuickBooks are actively syncing, please check the "Status" page in WickedFile. You can read How do I check and see if my SMS is actively syncing to WickedFile? to see how you can access this.