Sync Matrix for QuickBooks Online
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | NA |
| Locations | 2-way |
| Classes | 2-way |
| Employees | NA |
| Project/Jobs | 1-way to PayMaker (Syncs into PayMaker as a Customer record and will be linked as a subcustomer to the parent customer) |
| Bank Account Balance | 1-way to PayMaker |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 1-way from PayMaker |
| AP Bill Payments | 1-way from PayMaker |
| Check numbers | 1-way from PayMaker to the payment memo field in QuickBooks Online |
| Unapplied Vendor Credits | 1-way from PayMaker |
| Partially or Fully Applied Vendor Credits | 1-way from PayMaker (Vendor credit application, that partially pays a bill, will not sync until the bill is paid in full) |
| AP Funds Transfers | 1-way from PayMaker |
| Voids | 1-way from PayMaker |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 2-way |
| Unpaid Invoices | 2-way - Deleted invoices do not sync from QuickBooks Online to PayMaker |
| Partially or Fully Paid Invoices | 1-way from PayMaker |
| 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 |
| Other | |
|---|---|
| Auto Sync | Yes |
| Books Closed Date | 1-way to PayMaker |
*Option for 1-way sync also available (please contact Customer Support)
Getting Paid (Receivables) View all
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