Sync Matrix for QuickBooks for Windows

General
Chart of Accounts/
Sub-accounts
2-way
Departments 2-way
- PayMaker Departments are Classes in QuickBooks for Windows
Locations NA
Classes NA
Employees NA
Project/Jobs 1-way to PayMaker
Bank Account Balance 1-way to PayMaker

Payables
Vendors 2-way
Unpaid Bills 1-way from PayMaker
Partially or Fully Paid Bills 1-way from PayMaker
AP Bill Payments 1-way from PayMaker
Unapplied Vendor Credits 1-way from PayMaker
Partially or Fully Applied Vendor Credits 1-way from PayMaker
AP Funds Transfers 1-way from PayMaker
Voids NA
Bill attachments NA

Receivables
Customers/Sub-customers 2-way
Items 1-way to PayMaker
Unpaid Invoices* 2-way (Edits entered into PayMaker do not sync)
Partially or Fully Paid Invoices* 2-way (Edits entered into PayMaker do not sync)
Sales Tax 1-way to PayMaker
AR Payments* 1-way from PayMaker
Credit Memos NA
AR Funds Transfers 1-way from PayMaker
(ePayments only, does not apply to credit card payments)
Voids 1-way from PayMaker

*Note: On accounts created before June 5, 2020, invoice status and amount due on invoices in QuickBooks for Windows will sync to PayMaker. Please contact Customer Support by clicking Contact Us at the top of this page if you'd like to disable it.


Other
Auto Sync No
Books Closed Date 1-way to PayMaker (Sync dashboard version v_2.0.8250.9 or later)