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QuickBooks Online Sync - Notes and Known Limitations

 
Note
: "QBO" here stands for QuickBooks Online

 

Object

 

QBO to Bill.com

Bill.com to QBO

Notes + Known Limitations

General

Chart of Accounts

Yes

Yes

 

Departments

No

No

 

Locations

Yes

Yes

- Only first line item location (Bill.com bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within same bill, sync error will occur.

Classes

Yes

Yes

 - Classes will not sync to QBO from Bill.com on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QBO to Bill.com but not the reverse. See article for a screen shot.

Employees

No

No

 

Jobs

Yes

Yes

- Coming in September: Use billable expenses with customers and subcustomers in QuickBooks Online

Currency

Yes

Yes

- Multi-currency is not supported. Bill.com supports only one currency. By default it's set to USD, but you can change it in Bill.com Sync Preferences.

- Bills in QBO with non USD currency will be ignored by the sync and will not sync to Bill.com

Bank account balance

Yes

No

- Syncs with Trial balance report

Payment Terms

No

No

- Payment Terms don't sync to/from QuickBooks Online

Attachments

No

No

- Bill.com doesn’t sync attachments to/from QuickBooks Online. Use Bill.com to directly upload attachments.

Approvals

No

No

- Bill.com doesn’t sync approvals to/from QuickBooks Online. However, you can choose to have ONLY Approved bills sync to QuickBooks Online. Learn more here

Payables

Vendors

Yes

Yes

- Bill.com uses the Vendor Name for matching, so Name should be unique within Bill.com to avoid duplicates.

AP Funds Transfer

No

Yes

- Journal Entry is created in QuickBooks Online

-Funds Transfer Sync only if Bill.com Clearing accounts are used

Bills

Yes, only unpaid bills

Yes

- Partially- and fully-paid bills will not sync from QuickBooks Online to Bill.com.

- Sync does not support deleting transactions from QuickBooks Online, therefore you will need to manually delete in Bill.com.

- When a bill with a voided payment is deleted in Bill.com, the deletion cannot sync to QuickBooks Online - it must be manually reversed in QuickBooks Online.

- You can choose to have ONLY Approved bills sync to QuickBooks Online. Learn more here

- Bills totaling $0 will not sync to QuickBooks Online.

Bill Payments

No

Yes

- Payments made in QuickBooks Online do not sync to Bill.com

Vendor Credits

No

Yes

 - Does not support billable customers

- Currently fully unapplied vendor credits sync from Bill.com to QuickBooks Online.

 

Purchase Order

No

No

- Bills created from POs sync over to Bill.com

Receivables

Customers

Yes

Yes

- Bill.com uses the Customer Name for matching, so Name should be unique within Bill.com to avoid duplicates.

- Sub-customers sync in both directions

Invoices

Yes, only unpaid invoices.

Yes


- Bill.com supports sales tax as an invoice line item, associated with a sales tax GL account.

- Payment Terms don't sync from/to QuickBooks Online

- Departments don’t sync to QuickBooks Online

- Deleted transactions from QuickBooks Online will not sync, therefore user will need to manually delete in Bill.com

Sales Tax

Yes

Yes

- Sales Tax codes sync to Bill.com as Items

- Sales Tax on an invoice syncs both directions

 

Items

Yes

Yes

- Items from QuickBooks Online come over as type "service".

-Sub-items sync in both directions

AR Payments

No

Yes

- Payments made in QuickBooks Online do not sync to Bill.com.

- Voided payments do not sync.

Credit Memos

No

No

- Credit Memos don't sync to/from QuickBooks Online. They need to be manually applied in both Bill.com and QuickBooks Online.

AR Funds Transfer

No

Yes

- Journal Entry is created in QuickBooks Online

-Funds Transfer Sync only if Bill.com Clearing accounts are used

AR Payment Convenience Fee

No

No

- N/A

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