Sync Matrix for QuickBooks for Windows

General
Chart of Accounts/
Sub-accounts
2-way
Departments 2-way
- Bill.com Departments are Classes in QuickBooks for Windows
Locations NA
Classes NA
Employees NA
Project/Jobs 2-way
Bank Account Balance 1-way to Bill.com

Payables
Vendors 2-way
Unpaid Bills 1-way from Bill.com
Partially or Fully Paid Bills 1-way from Bill.com
AP Bill Payments 1-way from Bill.com
Unapplied Vendor Credits 1-way from Bill.com
Partially or Fully Applied Vendor Credits 1-way from Bill.com
AP Funds Transfers 1-way from Bill.com
Voids NA

Receivables
Customers/Sub-customers 2-way
Items 1-way to Bill.com
Unpaid Invoices 2-way (Edits entered into Bill.com do not sync)
Partially or Fully Paid Invoices 2-way (Edits entered into Bill.com do not sync)
Sales Tax 1-way to Bill.com
AR Payments 1-way from Bill.com
Credit Memos NA
AR Funds Transfers 1-way from Bill.com
(ePayments only, does not apply to credit card payments)
Voids 1-way from Bill.com

Other
Auto Sync No
Books Closed Date 1-way to Bill.com (Sync dashboard version v_2.0.8250.9 or later)

Note:

  • 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 Bill.com, no matter the creation date.
    • Any invoices dated before 4/1/19 will not sync from QuickBooks to Bill.com, and Customer Support cannot force them over.
    • If you manually create those invoices in Bill.com, 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 Bill.com sync to QuickBooks