Sync Matrix for QuickBooks Online
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | NA |
| Locations | 2-way |
| Classes | 2-way |
| Employees | NA |
| Project/Jobs | 1-way to Cashflow360 (Syncs into Cashflow360 as a Customer record and will be linked as a subcustomer to the parent customer) |
| Bank Account Balance | 1-way to Cashflow360 |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 2-way (If 2-way AP payment sync is enabled in the sync preferences) |
| AP Bill Payments | For accounts created before 09/15/17, 1-way from Cashflow360 by default, with option to sync 2-way in sync preferences For direct accounts created after 09/15/17, 2-way by default |
| Check numbers | 1-way from Cashflow360 to the payment memo field in QuickBooks Online |
| Unapplied Vendor Credits | 1-way from Cashflow360 |
| Partially or Fully Applied Vendor Credits | 1-way from Cashflow360 (Vendor credit application, that partially pays a bill, will not sync until the bill is paid in full) |
| Voids | 1-way from Cashflow360 |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 2-way |
| Unpaid Invoices | 2-way - Deleted invoices do not sync from QuickBooks Online to Cashflow360 |
| Partially or Fully Paid Invoices | 1-way from Cashflow360 |
| Sales Tax | 1-way to Cashflow360 |
| AR Payments | 1-way from Cashflow360 |
| Unapplied Credit Memos | 2-way |
| Partially or Fully applied Credit Memos | 1-way from BILL (Credit memo application, that partially pays an invoice, won't sync until the invoice is paid in full) |
| Voids | 1-way from Cashflow360 |
| Other | |
|---|---|
| Auto Sync | Yes |
| Books Closed Date | 1-way to Cashflow360 |
*Option for 1-way sync also available (See Resources below)
ACCOUNT SETUP View all
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