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