Functionality in our Online and Desktop QuickBooks Integrations
| Functionality | QuickBooks Online | QuickBooks Desktop |
|---|---|---|
| Live Updates - updates sent immediately | Yes | No* |
| One-time export of all Customers to QB | Yes | Yes |
| Import Customers from QB at initial setup | Yes | Yes |
| Sub-Customer Support (They map as real customers in Syncro, not sub-customers) | Yes | Yes |
| Sync Customer records when an invoice is updated and synced | Yes | Yes |
| Sync Customer records when a customer is updated ** | No | No |
| Sync Customer Contacts | No | No |
| Automatically sync customer databases both ways (QB <--> Syncro) | No | No |
| Sync Invoices when updated | Yes | Yes |
| Sync Invoices to Syncro when updated in QB | No | No |
| Sync Invoices with $0 totals | Yes | Yes |
| Void/delete Invoices in QB when deleted in Syncro | Yes | Yes |
| Sync Refund Invoices *** | No | No |
| Sync Payments | Yes | Yes |
| Sync Payments from QB to Syncro | Yes | No |
| Sync Overpayments (a Payment greater than the Invoice amount) | Yes | Yes |
| Sync Partial Payments (multiple Payments to complete an Invoice) | Yes | Yes |
| Sync Split Payments (one Payment applied to multiple Invoices) | Yes | Yes |
| Sync Split Payments from QB to Syncro | No | No |
| After moving a Payment in QB from one Invoice to another, sync the change to Syncro | No | No |
| Sync Store Credit as Credit Memo | Yes | Yes |
| Sync Credit Memos in QB back to Syncro | No | No |
| Sync Purchase Orders and Bills | Yes | No |
| Sync Purchase Order shipping, notes and tax | No | No |
| Create Purchase Order Bills when PO is marked finished in Syncro | Yes | No |
| One-time export of all Products to QB | Yes | Yes |
| Sync Products (as items) when a Product is updated | Yes | No |
| Sync inventory quantity on Stock Takes | No | No |
| Sync Categories | No | No |
| Sync Customer Purchases | Yes | No |
| Tax Groups support for complex tax configurations | Yes | No |
| Update creation and payment dates upon clicking "Force Update" button | Yes | Unknown |
| Works with Intuit Merchant Services | No | No |
* They sync when the QB Web Connector automatically runs or when you manually run it.
** Any new customers or updates made to a customer will not sync until there is an invoice of theirs to sync. If you simply want to update a customer without creating an invoice, you will need to make the changes yourself in both Syncro and QB.
*** Invoices with refunds need to be adjusted manually in QB.
This is not a two-way sync. The only exception is payments in QuickBooks Online—the setting must be checked to enable.
Get Started
Important: Have your QB 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 QB 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 QB, resolve them before setting up the sync. If you are setting up your QB account for the first time, have a bookkeeper/accountant set it up before syncing with Syncro. If you do have any errors in QB, contact Intuit to resolve them before syncing with Syncro.
After confirming that your QB account is properly set up and working smoothly: