Sync Matrix for QuickBooks Desktop
This matrix applies to QuickBooks Pro/Premier/Enterprise.
| General | |
|---|---|
| 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 |
| Payables | |
|---|---|
| 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 |
| Receivables | |
|---|---|
| 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.
| Other | |
|---|---|
| Auto Sync | No |
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