Sync Matrix for QuickBooks Desktop
This matrix applies to QuickBooks Pro/Premier/Enterprise.
| General | |
|---|---|
| Chart of Accounts/ Sub-accounts |
2-way |
| Departments | 2-way - Bill Manager Departments are Classes in QuickBooks Desktop |
| Locations | NA |
| Classes | NA |
| Employees | NA |
| Project/Jobs | 1-way to Bill Manager |
| Bank Account Balance | 1-way to Bill Manager |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | - 1-way from Bill Manager - 2-way available, if enabled |
| Partially or Fully Paid Bills | 1-way from Bill Manager |
| AP Bill Payments | 1-way from Bill Manager |
| Vendor Credits | 1-way from Bill Manager - Vendor Credit applications won't sync until the bill is paid in full in Bill Manager. |
| AP Funds Transfers | 1-way from Bill Manager |
| Voids | NA |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 1-way to Bill Manager - If you create items in Bill Manager, 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 Bill Manager do not sync) |
| Partially Paid Invoices | - 2-way for accounts created before June 5, 2020 (Edits entered into Bill Manager do not sync) - For accounts created after June 5 2020, partially paid invoices will not sync from Quickbooks Desktop to Bill Manager |
| Fully Paid Invoices | 1-way to Bill Manager |
| Sales Tax | 1-way to Bill Manager |
| AR Payments | 1-way from Bill Manager |
| Credit Memos | NA |
| AR Funds Transfers | 1-way from Bill Manager |
| Voids | 1-way from Bill Manager |
| Other | |
|---|---|
| Auto Sync | No |
| Books Closed Date | 1-way to Bill Manager |
Resources
Inbox View all
Getting Paid (Receivables) View all