QuickBooks Online Sync: FAQ

What Syncs?

FAQs

Why are some of my bills/invoices not showing up in PayMaker from QuickBooks Online?

  • Make sure you have set your sync preferences (Unallocated Expense, Unallocated Income, Bank account GL…)
  • Only unpaid Bills and invoices will sync from QuickBooks Online to PayMaker. We do not sync historical Paid or Partially Paid bills or invoices.
  • Only USD Currency is supported by {{%product_name%}}, hence Bills and Invoices must be in this format in order to sync over.
  • Bill and Invoice Numbers are required in order for these to sync from QuickBooks Online into PayMaker.

How do I track the application of vendor credits?

When applying a vendor credit in PayMaker, the application will sync back to QuickBooks Online based on payment status of the bill.

How do I stop bills/invoices syncing from QuickBooks Online?

By default, transactions have a 2-way sync. If you want them to sync only from PayMaker to QuickBooks Online, please contact Customer Support.

How can I view my bill documents from QuickBooks Online?

Documents do not sync between PayMaker and QuickBooks Online.

How and where do I sync?

Syncing can be performed from within PayMaker in two different ways.

  • Option one
    1. Hover over the sync icon at the top of any PayMaker page
    2. Click Sync Now

Or

  • Option two
    1. Click the sync icon
    2. Click Sync Now

When syncing, do I have to sit and watch?

You can leave the sync screen at any time and continue to work in {{%product_name%}}. The sync icon at the top of the page in PayMaker will show your sync progress.

Do I need to sync manually every time?

  • While you can sync manually at any time, the sync will automatically run approximately 24 hours after your most recent sync. We suggest syncing daily to ensure QuickBooks Online and PayMaker are up-to-date, and financial reports are accurate.
  • To turn on Auto Sync:
    1. Click settings
    2. Under Sync, click Preferences
    3. Click the edit icon
    4. Select Sync Automatically
    5. Click Save

Why aren't the payments I record in QuickBooks Online syncing to PayMaker?

Payments only sync in one direction, from PayMaker to QuickBooks Online. Payments recorded in QuickBooks Online will not sync over to PayMaker. Best practice is to record payments in PayMaker and let them sync to QuickBooks Online.

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.