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 (1-way from Accounting software to Bill.com unless Advanced Receivables is enabled) |
| 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) |
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