Sync Matrix for QuickBooks Online
General | |
---|---|
Chart of Accounts/Sub-accounts | 2-way |
Departments | NA |
Locations | 2-way |
Classes | 2-way |
Employees | NA |
Project/Jobs | 1-way to Key CashFlow (Syncs into Key CashFlow as a Customer record and will be linked as a subcustomer to the parent customer) |
Bank Account Balance | 1-way to Key CashFlow |
Payables | |
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Vendors | 2-way |
Unpaid Bills | 2-way* |
Partially or Fully Paid Bills | 2-way (If 2-way AP payment sync is enabled in the sync preferences) |
AP Bill Payments | For accounts created before 09/15/17, 1-way from Key CashFlow by default, with option to sync 2-way in sync preferences For direct accounts created after 09/15/17, 2-way by default |
Check numbers | 1-way from Key CashFlow to the payment memo field in QuickBooks Online |
Unapplied Vendor Credits | 1-way from Key CashFlow |
Partially or Fully Applied Vendor Credits | 1-way from Key CashFlow (Vendor credit application, that partially pays a bill, will not sync until the bill is paid in full) |
Voids | 1-way from Key CashFlow |
Bill attachments | NA |
Receivables | |
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Customers/Sub-customers | 2-way |
Items | 2-way |
Unpaid Invoices | 2-way - Deleted invoices do not sync from QuickBooks Online to Key CashFlow |
Partially or Fully Paid Invoices | 1-way from 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 | |
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Auto Sync | Yes |
Books Closed Date | 1-way to Key CashFlow |
*Option for 1-way sync also available (See Resources below)
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite