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QuickBooks Online Sync - FAQs

What Syncs?

Accounts under accountant consoles or signed up before 9/15/17          


Accounts signed up after 9/15/17 not created under an accountant console





Why don’t some of my bill/invoices from QuickBooks Online show up in

  • Make sure you have set your sync preferences (Unallocated Expense, Unallocated Income, Bank account GL…)
  • Only unpaid Bills and invoices will sync from QuickBooks Online to We do not sync historical Paid or Partially Paid bills or invoices.
  • Only USD Currency is supported by, hence Bills and Invoices must be in this format in order to sync over.
  • Bill and Invoice Numbers are required in order for these to sync from QuickBooks Online into


How do I reconcile my payments?


How do I track payments I make outside of


How do I track the application of vendor credits?

  • When you apply a vendor credit in, the application will sync back to QuickBooks Online based on payment status of the bill. See Application of vendor credits for more information.


How do I stop bills/invoices syncing from QuickBooks Online?

  • By default, transactions are 2-way sync. If you want them to sync only from to QuickBooks Online, please contact Customer Support.


How can I view my bill documents from QuickBooks Online?

  • Documents do not sync between and QuickBooks Online.


How and where do I sync?

  • Syncing can be performed from within in two different ways. 
    1. Hover over the sync icon at the top of any page
    2. Click Sync Now


    1. Hover over the gear icon, and then click Settings
    2. Under Sync, click Sync Now


When syncing, do I have to sit and watch?

  • You can leave the sync screen at any time and continue to work in The sync icon at the top of every page in will show your sync progress.


Do I need to sync manually every time?

  • While you can sync manually at any time, the sync will automatically run approximately 24 hours after your most recent sync. We suggest syncing daily to ensure QuickBooks Online and are up-to-date, and financial reports are accurate.
  • To turn on Auto Sync:
    1. Hover over the gear icon, and then click Settings
    2. Under Sync, click Preferences
    3. Click the edit icon
    4. Select Sync Automatically
    5. Click Save


Why don’t my credit memos sync?

  • Currently, Credit Memos do not sync. 


Why aren't the payments I record in QuickBooks Online syncing to

  • Only accounts signed up after 9/15/17 have 2-way payment sync.
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