Tips for using sync with QuickBooks Desktop

Please consider the following when syncing data between Key CashFlow and QuickBooks Desktop.

Processing Payables without 2-way bill sync enabled

• Manage and pay bills in Key CashFlow and let it sync to QuickBooks Desktop
• Creation of bills or edits to bills in QuickBooks Desktop won't sync to Key CashFlow

Processing Payables with 2-way bill sync enabled

If you've enabled 2-way bill sync:

• Create and edit bills in QuickBooks Desktop and it'll sync to Key CashFlow
• Create and edit bills in Key CashFlow and it'll sync to QuickBooks Desktop
• Pay bills or record payments in Key CashFlow

Vendor Credits

• Updates made to a vendor credit in Key CashFlow won't sync to QuickBooks after the original version has synced
• Vendor credits aren't applied via the sync until a bill is paid in full
• If a credit only covers part of a bill's balance, the credit won't be applied in QuickBooks Desktop until the remainder of the bill is paid, even though the credit is applied in Key CashFlow
  • In this case, the credit(s) should not be manually applied in QuickBooks Desktop or future payments will error upon syncing to the associated bill(s)
  • When the remainder of the bill is paid, the vendor credit application will sync with the payment

Processing Receivables

• Create invoices in Key CashFlow or QuickBooks Desktop
  • If an invoice is created in Key CashFlow, changes can be made in Key CashFlow until a sync is run
  • Once the invoice is synced to QuickBooks Desktop, changes to the invoice can only be done in QuickBooks Desktop
• Send invoices and record payments in Key CashFlow
• Invoices live in QuickBooks Desktop, invoicing (sending/processing payment) lives in Key CashFlow

Things to know

• Locations don't sync
• Automatic sync not available
• If you enter multiple email addresses for a customer contact, use a comma to separate them