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 |
Unapplied Vendor Credits | 2-way |
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 |
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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