QuickBooks Online Sync - Notes and Known Limitations

Object QuickBooks Online to PayMaker PayMaker to QuickBooks Online Notes + Known Limitations
General Chart of Accounts Yes Yes
Departments No No
Locations Yes Yes Only first line item location (PayMaker bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within the same bill, sync error will occur.
Classes Yes Yes Classes will not sync to QuickBooks Online from PayMaker on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QuickBooks Online to PayMaker but not the reverse.
Employees No No
Jobs Yes Yes Syncs into PayMaker as a Customer record and will be linked as a subcustomer to the parent customer
Currency Yes Yes - Multi-currency is not supported. {P supports only one currency. By default it's set to USD, but it can be changed in PayMaker Sync Preferences.
- Bills in QuickBooks Online with non USD currency will be ignored by the sync and will not sync to PayMaker
Bank account balance Yes No Syncs with Trial balance report
Payment terms No No Payment Terms do not sync to/from QuickBooks Online
Attachments No No PayMaker does not sync attachments to/from QuickBooks Online. Use PayMaker to directly upload attachments.
Approvals No No PayMaker does not sync approvals to/from QuickBooks Online. However, the ability to have ONLY Approved bills sync to QuickBooks Online is available.
Payables Vendors Yes Yes PayMaker uses the Vendor Name for matching, so Name should be unique within PayMaker to avoid duplicates.
Bills Yes, fully unpaid bills only Yes - Partially- and fully-paid bills will not sync from QuickBooks Online to PayMaker
- The ability to have ONLY Approved bills sync to QuickBooks Online is available.
- Bills totaling $0 will not sync to QuickBooks Online
Bill Payments No Yes Payments made in QuickBooks Online do not sync to PayMaker
Vendor Credits No Yes - Does not support billable customers
- Credit applications done in PayMaker will not sync to QuickBooks Online until the entire bill is paid in full
Purchase Order No No Bills created from POs sync over to PayMaker but will not reference the PO#
Receivables Customers Yes Yes - PayMaker uses the Customer Name for matching, so Name should be unique within PayMaker to avoid duplicates.
- Sub-customers sync in both directions
Invoices Yes, fully unpaid invoices only Yes - Partially- and fully-paid invoices will not sync from QuickBooks Online to PayMaker
- PayMaker supports sales tax as an invoice line item, associated with a sales tax GL account
- Payment Terms do not sync from/to QuickBooks Online
- Departments do not sync to QuickBooks Online
Sales Tax Yes Yes - Sales Tax codes sync to PayMaker as Items
- Sales Tax on an invoice syncs both direction
Items Yes Yes - Items from QuickBooks Online come over as type "service"
-Sub-items sync in both directions
AR Payments No Yes - Payments made in QuickBooks Online do not sync to PayMaker
- Voided payments do not sync
Credit Memos No No Credit Memos do not sync to/from QuickBooks Online. They need to be manually applied in both PayMaker and QuickBooks Online.
AR Payment Convenience Fee No No

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.