QuickBooks Online Sync: Multiple or Default Accounts Payable/Accounts Receivable accounts
QuickBooks Online is not designed to work with multiple Accounts Receivable (AR) and Accounts Payable (AP) accounts. QuickBooks Online encourages their customers to merge their accounts payable and receivable accounts into one.
In QuickBooks Online, the default Accounts Payable (AP) and Accounts Receivable (AR) accounts are selected during the initial account setup. Those are the accounts PayMaker transactions will sync to where applicable.
- If there are multiple AP and/or AR accounts in QuickBooks Online and PayMaker, transactions will still always sync to those initially set default accounts, unless they are deleted or merged in QuickBooks Online.
- If the initially set default accounts are deleted in QuickBooks Online, PayMaker will sync to the remaining active oldest AP and/or AR accounts, as those become the new default accounts in QuickBooks Online.
- QuickBooks Online will not allow users to delete the default AP and/or AR accounts without a replacement account having been created first, as that new account will become the new default in QuickBooks Online.
- QuickBooks Online will also not allow users to delete the default AP and/or AR accounts in QuickBooks Online if there are any transactions in the register. If the there are transactions associated with the default AP and/or AR accounts, the new default AP and/or AR account(s) must be created first, then merged with the original default AP and/or AR accounts. The resulting accounts become the new default AP and/or AR accounts, to which PayMaker will sync transactions.
- If the old inactive default AP and/or AR accounts are reactivated in QuickBooks Online, they are not restored as the defaults; whichever accounts were set as the new defaults as per the processes above will stay in place as the defaults unless those specific accounts are deleted or merged.
Please see the QuickBooks Online article Can I change the default A/R or A/P account in QuickBooks Online? for more information.
If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.