QuickBooks Online sync: Notes and best practices

Object QuickBooks Online to Cashflow360 Cashflow360 to QuickBooks Online Notes + Known Limitations
General Chart of Accounts Yes Yes
Departments No No
Locations Yes Yes - Only first line item location (Cashflow360 bill/vendor credit) is sent to QuickBooks Online
- If locations are different on line items within the same bill, sync error will occur
Classes Yes Yes - Classes won't sync to QuickBooks Online from Cashflow360 on AR invoices if classes aren't set to per line (instead of one per entire transaction)
- Classes will still sync from QuickBooks Online to Cashflow360 but not from Cashflow360 to QuickBooks Online
Employees No No
Jobs Yes Yes Syncs into Cashflow360 as a Customer record and will be linked as a sub customer to the parent customer
Currency Yes Yes - Multi-currency isn't supported. Cashflow360 supports only one currency. By default it's set to USD, but it can be changed in Cashflow360 Sync Preferences.
- Bills in QuickBooks Online with non USD currency will be ignored by the sync and won't sync to Cashflow360
Payment terms No No Payment Terms don't sync to/from QuickBooks Online
Attachments No No - Cashflow360 doesn't sync attachments to/from QuickBooks Online
- Use Cashflow360 to directly upload attachments
Approvals No No Cashflow360 doesn't sync approvals to/from QuickBooks Online. However, the ability to have ONLY Approved bills sync to QuickBooks Online is available in sync preferences.
Payables Vendors Yes Yes Cashflow360 uses the Vendor Name for matching, so Name should be unique within Cashflow360 to avoid duplicates
Bills Yes Yes - The ability to have ONLY Approved bills sync to QuickBooks Online is available in sync preferences
- Bills totaling $0 won't sync to QuickBooks Online
Bill Payments For accounts created before 09/15/17, not by default, option to sync 2-way in sync preferences

For accounts created after 09/15/17 - Yes
Yes - The memo field for Offline Payments in Cashflow360 doesn't sync to Quickbooks Online
- Voids of offline payments sync in both directions
Vendor Credits No Yes - Does not support billable customers
- Credit applications done in Cashflow360 won't sync to QuickBooks Online until the entire bill is paid in full
Purchase Order No No Bills created from Purchase Orders (PO) sync over to Cashflow360 but won't reference the PO#
Receivables Customers Yes Yes - Cashflow360 uses the value in the Customer Name field for matching, so Name should be unique within Cashflow360 to avoid duplicates
- Sub-customers sync in both directions
Invoices Yes, fully unpaid invoices only Yes - Partially and fully paid invoices won't sync from QuickBooks Online to Cashflow360
- Cashflow360 supports sales tax as an invoice line item, associated with a sales tax GL account
- Cashflow360 sync supports one sales tax item per invoice
- Payment Terms don't sync from/to QuickBooks Online
- Departments don't sync to QuickBooks Online
- Deleted invoices don't sync from QuickBooks Online to Cashflow360
Sales Tax Yes Yes - Sales Tax codes sync to Cashflow360 as Items
- Sales Tax on an invoice syncs in both directions
Items Yes Yes - Items from QuickBooks Online come over as type "service"
- Sub-items sync in both directions
AR Payments No Yes - Payments made in QuickBooks Online don't sync to Cashflow360
- Voided payments don't sync
Credit Memos No No Credit Memos don't sync to/from QuickBooks Online. They need to be manually applied in both Cashflow360 and QuickBooks Online.
AR Payment Convenience Fee No No