Sync with QuickBooks For Windows utilizes the Sync Dashboard to transfer information between and QuickBooks for Windows (also referred to as QuickBooks Desktop). The Sync Dashboard is available for download in each account set to sync with QuickBooks for Windows.

QBD sync image

With each sync, picks up QuickBooks changes to:

  • Accounts
  • Departments (called Classes in QuickBooks)
  • Vendors
  • Jobs (called "Customer: Jobs" in QuickBooks)
  • Book Balance - shown in Cash Forecast
  • Customers
  • Invoices (new and edited invoices)
  • Items

QuickBooks picks up any changes to:

  • Accounts
  • Departments (called Classes in QuickBooks)
  • Vendors
  • Bills
  • Billable expenses
  • Bill Payments
  • Vendor Credits
  • Funds Transfers
  • Customers
  • New invoices
  • Invoice payments

Thing to know


  • We recommend that all bills, vendor credits, approvals, and payments are made in the account.

Note: Any changes made in QuickBooks for bills, vendor credits, approvals and payments will not sync to


  • Invoices can be created in either QuickBooks or
  • Invoices created directly in can be edited until the invoice syncs to QuickBooks
  • After the sync, invoices can only be edited in QuickBooks
  • If creating invoices in QuickBooks, select To be emailed for each invoice. These invoices can then be selected to email within
  • Partial payments should be applied to an invoice before applying credit memos
  • The QuickBooks company file picks up new invoices entered in and payments received via picks up any changes to invoices and customers from the QuickBooks company file.
  • The date the sync is connected is considered the sync start date for AR invoices. If your sync was connected on 4/1/19, only AR invoices with invoice dates of 4/1/19 or later will sync into, no matter the creation date.
    • Any invoices dated before 4/1/19 will not sync from QuickBooks to, and Customer Support cannot force them over.
    • If you manually create those invoices in, they will try to sync to QuickBooks, and there will be a duplicate error if the invoice already exists in QuickBooks. Delete the invoice in QuickBooks and let the newly created invoice in sync to QuickBooks

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.