QuickBooks Desktop: Bills

By default, Bills are a one-way sync from Key CashFlow to QuickBooks Desktop. 2-way bill sync is available for you to enable.

If 2-way bill sync isn't enabled

Any new bills or edits made to bills within QuickBooks won't be synced to Key CashFlow.

For open bills that were in QuickBooks Desktop prior to setting up the integration with Key CashFlow, there are 2 options in how to handle them:

Option 1 Finish the open bills in QuickBooks Desktop via the previous process, enter any new bills going forward in Key CashFlow and allow them to sync to QuickBooks Desktop going forward.

Option 2

1. Re-create or import those bills into Key CashFlow
2. Delete the originals out of QuickBooks Desktop
   • If the originals aren't deleted out of QuickBooks Desktop, the recreated bills that sync from Key CashFlow will create duplicates

If 2-way bill sync is enabled

With QuickBooks Desktop 2-way bill sync enabled we'll sync:

• New fully unpaid bills from QuickBooks Desktop
• Bill edits from QuickBooks Desktop
• Bill deletes from QuickBooks Desktop

Enable 2-way bill sync

Requirement: The 2-way bill sync feature will require sync dashboard version #2.1.3561.1 or later.

Notes:

• Once enabled, this feature can't be disabled
• Once enabled, new bills created going forward will have 2-way sync
  • Bills created before 2-way bill sync will have 2-way bill sync if edits are performed to those bills

To enable, users with the Sync with Accounting System permission will:

1. Select Settings
2. Select Preferences under Sync
3. Select the Edit icon
4. Select the box next to Sync bills from QuickBooks desktop to BDC
5. Select Yes to confirm
6. Select Save