Sync Matrix for QuickBooks Desktop

This matrix applies to QuickBooks Pro/Premier/Enterprise.

Chart of Accounts/Sub-accounts 2-way
Departments 2 way
- Cashflow360℠ Departments are Classes in QuickBooks Desktop
Locations NA
Classes NA
Employees NA
Project/Jobs 1-way to Cashflow360
Bank Account Balance 1-way to Cashflow360

Vendors 2-way
Unpaid Bills - 1-way from Cashflow360
- 2-way available, if enabled
Partially or Fully Paid Bills 1-way from Cashflow360
AP Bill Payments 1-way from Cashflow360
Vendor Credits 1-way from Cashflow360
- Vendor Credit applications won't sync until the bill is paid in full in Cashflow360.
Voids NA
Bill attachments NA

Customers/Sub-customers 2-way
Items 1-way to Cashflow360
- If you create items in Cashflow360, they will not sync to QuickBooks Desktop, and bills/invoices with those items used on them will not sync to QuickBooks Desktop
- Items created as type Subtotal are not supported by BILL. Subtotal items will sync but are excluded from the calculations and will add to total of the invoice.
Unpaid Invoices* 2-way (Edits entered into Cashflow360 do not sync)
Partially Paid Invoices - 2-way for accounts created before June 5, 2020 (Edits entered into Cashflow360 do not sync)
- For accounts created after June 5 2020, partially paid invoices will not sync from Quickbooks Desktop to Cashflow360
Fully Paid Invoices* 1-way to Cashflow360
Sales Tax 1-way to Cashflow360
AR Payments* 1-way from Cashflow360
Credit Memos NA
Voids 1-way from Cashflow360

*Note: On accounts created before June 5, 2020, invoice payment status and amount due on invoices in QuickBooks Desktop will sync to Cashflow360. Please contact Customer Support if you'd like to disable it.

Auto Sync No