QuickBooks Online sync: Vendor Preference setting to not sync transactions from QuickBooks Online
For accounts syncing with QuickBooks Online, there's an optional vendor preference to set Bills, Vendor Credits and Payments not to sync from QuickBooks Online into Cashflow360. For vendors that are normally not paid via Cashflow360, this setting prevents double entry of marking bills as paid offline going forward.
Accessing the setting
- Locate the vendor
- Select Edit or select More actions and then Edit Vendor
- Scroll down to the Bill sync preferences field in the Additional Information section, select Do Not Sync Bills
- Select Save
Things to know
- Bills that have already synced in from QuickBooks Online will remain in Cashflow360
- Any updates made to these bills in QuickBooks Online won't update in Cashflow360
Reversing the setting
- Locate the vendor
- Select the more options dots
- Select Edit Vendor
- Scroll down to the Bill sync preferences field in the Additional Information section, select Sync Bills
- Select Save
Things to know
For bills that synced over prior to turning the transaction sync off, an update will need to be made to the bill in QuickBooks Online to reconnect the bill to Cashflow360.
ACCOUNT SETUP View all
Load more