Overview of our QuickBooks Integrations (Online vs Desktop)
What it Does
| Functionality | QuickBooks Online | QuickBooks Desktop |
| Sends Customer records to QB when an invoice was updated | Yes | Yes |
| Sends Customer records to QB when a customer is updated | No | No |
| Sends Invoice records to QB when an invoice was updated | Yes | Yes |
| Sends Invoice records to Syncro when an invoice was updated in QB | No | No |
| Sends Payment records to QB when a payment is made | Yes | Yes |
| Sends Purchase Orders to QB | Yes | No |
| Sends Products to QB (as items) when a product is updated | Yes | No |
| Live Updates - updates are sent immediately | Yes | No* |
| Able to send your entire Customer list to QB at initial setup | Yes | Yes |
| Able to import your customers from QB at initial setup | Yes | Yes |
| Sub-Customer Support | Yes** | Yes** |
| Invoices with $0 totals sync | Yes | Yes *** |
| Tax Groups support for complex tax configurations | Yes | No |
| Overpayments (a payment that is made for more than the invoice) | Yes | Yes |
| Split Payments (multiple payments to complete an invoice) | Yes | Yes |
| One-Time export all Customers to QB | Yes | Yes |
| One-Time export all Products to QB | Yes | Yes |
| Void/Delete in QB for Invoices when deleted in SYN | Yes | Yes |
| Automatically syncs your customer databases both ways QB <-> SYN |
No | No |
| Imports payments made on the QB side | Yes | No |
| Works with Intuit Merchant Services | No | No |
| Refund Invoices sync | No | No |
| Customer Purchases sync | No | No |
| * They sync when you run the QBWC tool on your desktop | ||
| ** They map as real customer in Syncro, not sub customers | ||
| *** They sync after they are marked paid | ||
| **** Invoices with refunds need to be adjusted manually in Quickbooks |
Get Started
Important note on Quickbooks: Have your Quickbooks account properly configured by a bookkeeper/accountant before syncing with Syncro. Make sure there are no errors or bad/incomplete data. This includes things like:
- Chart of accounts set up so we can link invoices to accounts
- Payment methods
- Tax Rates
- Customer list and product list cleaned up and organized
Not having Quickbooks properly configured before syncing will cause long term issues that can be difficult to reconcile. If you have any errors, or any bad/incomplete data in Quickbooks, resolve them before setting up the sync. If you are setting up your Quickbooks account for the first time, have a bookkeeper/accountant set it up before syncing with Syncro. If you do have any errors in Quickbooks, contact Intuit to resolve them before syncing with Syncro.
After confirming that your Quickbooks account is properly set up and working smoothly: