Sign in

Sync Matrix for QuickBooks Online

Chart of Accounts/Sub-accounts  2-way
Departments  NA
Locations  2-way
Classes  2-way
Employees  NA
Project/Jobs  1-way to (Syncs into as a Customer record and will be linked as a subcustomer to the parent customer)
Bank Account Balance  1-way to
Vendors  2-way
Unpaid Bills  2-way*
Partially or Fully Paid Bills  1-way from
AP Bill Payments  - 1-way from 
(Accounts under an accountant console or signed up before 9/15/17) 

 - 2-way
(Accounts signed up after 9/15/17 not created under an accountant console)
Check numbers  1-way from to the payment memo field in QuickBooks Online
Unapplied Vendor Credits  1-way from
Partially or Fully Applied Vendor Credits   1-way from 
(Vendor credit application, that partially pays a bill, will not sync until the bill is paid in full)
AP Funds Transfers  1-way from
Voids  1-way from
Bill Attachments  NA
Customers/Sub-customers  2-way
 Items  2-way
 Unpaid Invoices  2-way 
Partially or Fully Paid Invoices  1-way from 
 Sales Tax  1-way to 
AR Payments  1-way from 
Unapplied Credit Memos  - NA: accounts signed up for before 1/15/19

 - 2 way: accounts signed up for after 1/15/19 
 Partially or Fully applied Credit Memos

- NA: accounts signed up for before 1/15/19 

 - 1-way from accounts signed up for after 1/15/19 (Credit memo application, that partially pays an invoice, will not sync until the invoice is paid in full)

 AR Funds Transfers  1-way from (ePayments only, does not apply to credit card payments)
Voids  1-way from
Auto Sync  Yes
Books Closed date  1-way to


*Option for 1-way sync also available, see QuickBooks Online: Vendor Preference setting to not sync transactions from QuickBooks Online