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
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