1. Cashflow360
  2. QuickBooks Online
  3. Tips and Best Practices

QuickBooks Online sync: Items that need to be a percentage

Items that are set up as a percentage in QuickBooks Online will sync over with a rate that is a dollar amount in Cashflow360. If this needs to be a percentage (%), edit the item in Cashflow360 to the correct percentage once the item has synced successfully.

To edit an item

  1. Select Settings
  2. Select Items under Accounting
  3. Select the Item name
  4. Select the edit icon
  5. Update the Price/Rate field
  6. Select Save

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

QuickBooks for Windows View all

QuickBooks Online View all

NetSuite/Intacct/Xero View all

Import/Export View all

Payables View all

Receivables View all

    Load more

    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

    Can’t find your answer?

    Live support available Monday - Friday, 5am-6pm PT

    My support history