QuickBooks Online sync: Notes and best practices

	Object	QuickBooks Online to Bill Manager	Bill Manager to QuickBooks Online	Notes + Known Limitations
General	Chart of Accounts	Yes	Yes
	Departments	No	No
	Locations	Yes	Yes	Only first line item location (Bill Manager bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within the same bill, sync error will occur.
	Classes	Yes	Yes	Classes won't sync to QuickBooks Online from Bill Manager on AR invoices if classes aren't set to per line (instead of one per entire transaction). They'll still sync from QuickBooks Online to Bill Manager but not the reverse.
	Employees	No	No
	Jobs	Yes	Yes	Syncs into Bill Manager as a Customer record and will be linked as a subcustomer to the parent customer
	Currency	Yes	Yes	- Multi-currency isn't supported. Bill Manager supports only one currency. By default it's set to USD, but it can be changed in Bill Manager Sync Preferences. - Bills in QuickBooks Online with non USD currency will be ignored by the sync and won't sync to Bill Manager
	Bank account balance	Yes	No	Syncs with Trial balance report
	Payment terms	No	No	Payment Terms don't sync to/from QuickBooks Online
	Attachments	No	No	Bill Manager doesn't sync attachments to/from QuickBooks Online. Use Bill Manager to directly upload attachments.
	Approvals	No	No	Bill Manager doesn't sync approvals to/from QuickBooks Online. However, the ability to have ONLY Approved bills sync to QuickBooks Online is available.
Payables	Vendors	Yes	Yes	Bill Manager uses the Vendor Name for matching, so Name should be unique within Bill Manager to avoid duplicates.
	AP Funds Transfer	No	Yes	- Journal Entry is created in QuickBooks Online - Funds Transfer Sync only if Bill Manager Clearing accounts are used
	Bills	Yes	Yes	- The ability to have ONLY Approved bills sync to QuickBooks Online is available. - Bills totaling $0 won't sync to QuickBooks Online
	Bill Payments	No	Yes	- The memo field for Offline Payments in Bill Manager doesn't sync to Quickbooks Online - Voids of offline payments sync in both directions
	Vendor Credits	No	Yes	- Doesn't support billable customers - Credit applications done in Bill Manager won't sync to QuickBooks Online until the entire bill is paid in full
	Purchase Order	No	No	Bills created from POs sync over to Bill Manager but won't reference the PO#
Receivables	Customers	Yes	Yes	- Bill Manager uses the Customer Name for matching, so Name should be unique within Bill Manager to avoid duplicates. - Sub-customers sync in both directions
	Invoices	Yes, fully unpaid invoices only	Yes	- Partially- and fully-paid invoices won't sync from QuickBooks Online to Bill Manager - Bill Manager supports sales tax as an invoice line item, associated with a sales tax GL account - Bill Manager sync supports one sales tax item per invoice - Payment Terms don't sync from/to QuickBooks Online - Departments don't sync to QuickBooks Online - Deleted invoices don't sync from QuickBooks Online to Bill Manager
	Sales Tax	Yes	Yes	- Sales Tax codes sync to Bill Manager as Items - Sales Tax on an invoice syncs both direction
	Items	Yes	Yes	- Items from QuickBooks Online come over as type "service" -Sub-items sync in both directions
	AR Payments	No	Yes	- Payments made in QuickBooks Online don't sync to Bill Manager - Voided payments don't sync
	Credit Memos	No	No	Credit Memos don't sync to/from QuickBooks Online. They need to be manually applied in both Bill Manager and QuickBooks Online.
	AR Funds Transfer	No	Yes	- Journal Entry is created in QuickBooks Online - Funds Transfer Sync only if Bill Manager Clearing accounts are used
	AR Payment Convenience Fee	No	No