Tips for using sync with QuickBooks for Windows

Please consider the following when syncing data between and QuickBooks for Windows.

Processing Payables

  • Managing and paying bills should be done in and synced to QuickBooks for Windows
  • Creation of bills or changes to bills in QuickBooks for Windows will not sync to

Vendor Credits

  • Updates made to a vendor credit in will not sync to QuickBooks after the original version has synced
  • Vendor credits are not applied via the sync until a bill is paid in full
  • If a credit only covers part of a bill's balance, the credit will not be applied in QuickBooks for Windows until the remainder of the bill is paid, even though the credit is applied in
    • In this case, the credit(s) should not be manually applied in QuickBooks for Windows or future payments will error upon syncing to the associated bill(s)
    • When the remainder of the bill is paid, the vendor credit application will sync with the payment

Processing Receivables

  • Create invoices in or QuickBooks for Windows
  • Send invoices and record payments in
  • If an invoice is created in, changes can be made in until a sync is run
  • Once the invoice is synced to QuickBooks for Windows, changes to the invoice can only be done in QuickBooks for Windows
  • Invoices live in QuickBooks for Windows, invoicing (sending/processing payment) lives in

Things to know

  • Locations do not sync
  • Automatic sync not available

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.