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 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 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