Integrating QuickBooks
Integrating QuickBooks with Syncro streamlines your financial processes by automatically syncing invoices, expenses, and payments. This saves time, reduces errors, and provides real-time financial visibility. These in turn simplify bookkeeping, enhance financial reporting, and ease tax preparation.
Once your QuickBooks account is properly set up, you can choose to integrate either the QuickBooks Online (QBO) or the QuickBooks Desktop (QBD) version.
The table below shows the functionalities of both versions when synced with Syncro.
Syncro Functionality |
QBO |
QBD |
|---|---|---|
| Live Updates - updates sent immediately | √ | * |
| One-time export of all Organizations to QB | √ | √ |
| Import Organizations from QB at initial setup | √ | √ |
| Sub-Customer Support (They map as Organizations in Syncro) |
√ | √ |
| Sync Organization records when an Invoice is updated and synced | √ | √ |
| Sync Organization records when an Organization is updated | ** | ** |
| Sync End Users | + | + |
| Automatically sync customer databases both ways (QB ←→ Syncro) | ++ | ++ |
| Sync Invoices when updated | √ | √ |
| Sync Invoices to Syncro when updated in QB | ||
| Sync Invoices with $0 totals | √ | |
| Void/delete Invoices in QB when deleted in Syncro | √ | √ |
| Sync Refund Invoices | *** | *** |
| Sync Payments | √ | √ |
| Sync Payments from QB to Syncro | √ | |
| Sync Overpayments (a Payment greater than the Invoice amount) | √ | √ |
| Sync Partial Payments (multiple Payments to complete an Invoice) | √ | √ |
| Sync Split Payments (one Payment applied to multiple Invoices) from Syncro to QB | √ | √ |
| Sync Split Payments (one Payment applied to multiple Invoices) from QB to Syncro | ||
| After moving a Payment in QB from one Invoice to another, sync the change to Syncro | ||
| Sync Store Credit as Credit Memo | √ | √ |
| Sync Credit Memos in QB back to Syncro | ||
| Sync Purchase Orders (POs) and Bills | √ | |
| Sync Purchase Order shipping, notes and tax | ||
| Create Purchase Order Bills when PO is marked finished in Syncro | √ | |
| One-time export of all Products to QB | √ | |
| Sync Products (as items) when a Product is created and added to an Invoice | √ | |
| Sync Products (as items) when a Product is updated | √ | |
| Sync inventory quantity on Stock Takes | ||
| Sync Categories | ||
| Sync Customer Purchases | √ | |
| Tax Groups support for complex tax configurations | √ | |
| Update creation and payment dates upon clicking "Force Update" button | √ | |
| Works with Intuit Merchant Services |
Notes
- All Sync features refer to syncing from Syncro to QuickBooks unless otherwise noted.
- This is not a two-way sync. The only exception is payments with the setting “Sync Payments from QuickBooks'' enabled in your QuickBooks Settings in Syncro.
Annotations Reference
- * They sync when the QB Web Connector automatically runs or when you manually run it.
- ** Any new customers or updates made to a customer will not sync until they receive an invoice to sync. If you want to update a customer without creating an invoice, you will need to make the changes in both Syncro and QB.
- *** Invoices with refunds need to be adjusted manually in QB.
- + Due to limitations with our customer contact structure and Intuit's sub-contact structure, we only support parent customer syncing in the integration.
- ++ Any new customers or updates made to a customer will not sync until they receive an invoice to sync. If you want to update a customer without creating an invoice, you will need to make the changes in both Syncro and QB.