Integrating QuickBooks

Updated at Nov 24, 2024
By Bobby Kennedy

Integrating QuickBooks with Syncro streamlines your financial processes by automatically syncing invoices, expenses, and payments. This saves time, reduces errors, and provides real-time financial visibility. These in turn simplify bookkeeping, enhance financial reporting, and ease tax preparation.

Once your QuickBooks account is properly set up, you can choose to integrate either the QuickBooks Online (QBO) or the QuickBooks Desktop (QBD) version.

The table below shows the functionalities of both versions when synced with Syncro.

Syncro Functionality	QBO	QBD
Live Updates - updates sent immediately	Yes	No*
One-time export of all Customers to QB	Yes	Yes
Import Customers from QB at initial setup	Yes	Yes
Sub-Customer Support (They map as real customers in Syncro, not sub-customers)	Yes	Yes
Sync Customer records when an Invoice is updated and synced	Yes	Yes
Sync Customer records when a customer is updated **	No	No
Sync Customer Contacts +	No	No
Automatically sync customer databases both ways (QB ←→ Syncro) ++	No	No
Sync Invoices when updated	Yes	Yes
Sync Invoices to Syncro when updated in QB	No	No
Sync Invoices with $0 totals	Yes	No
Void/delete Invoices in QB when deleted in Syncro	Yes	Yes
Sync Refund Invoices ***	No	No
Sync Payments	Yes	Yes
Sync Payments from QB to Syncro	Yes	No
Sync Overpayments (a Payment greater than the Invoice amount)	Yes	Yes
Sync Partial Payments (multiple Payments to complete an Invoice)	Yes	Yes
Sync Split Payments (one Payment applied to multiple Invoices) from Syncro to QB	Yes	Yes
Sync Split Payments (one Payment applied to multiple Invoices) from QB to Syncro	No	No
After moving a Payment in QB from one Invoice to another, sync the change to Syncro	No	No
Sync Store Credit as Credit Memo	Yes	Yes
Sync Credit Memos in QB back to Syncro	No	No
Sync Purchase Orders (POs) and Bills	Yes	No
Sync Purchase Order shipping, notes and tax	No	No
Create Purchase Order Bills when PO is marked finished in Syncro	Yes	No
One-time export of all Products to QB	Yes	No
Sync Products (as items) when a Product is created and added to an Invoice	Yes	No
Sync Products (as items) when a Product is updated	Yes	No
Sync inventory quantity on Stock Takes	No	No
Sync Categories	No	No
Sync Customer Purchases	Yes	No
Tax Groups support for complex tax configurations	Yes	No
Update creation and payment dates upon clicking "Force Update" button	Yes	Unknown
Works with Intuit Merchant Services	No	No

Notes:

All Sync features refer to syncing from Syncro to QuickBooks unless otherwise noted.
This is not a two-way sync. The only exception is payments with the setting “Sync Payments from QuickBooks'' enabled in your QuickBooks Settings in Syncro.

Annotations Reference

* They sync when the QB Web Connector automatically runs or when you manually run it.
** Any new customers or updates made to a customer will not sync until they receive an invoice to sync. If you want to update a customer without creating an invoice, you will need to make the changes in both Syncro and QB.
*** Invoices with refunds need to be adjusted manually in QB.
+ Due to limitations with our customer contact structure and Intuit's sub-contact structure, we only support parent customer syncing in the integration.
++ Any new customers or updates made to a customer will not sync until they receive an invoice to sync. If you want to update a customer without creating an invoice, you will need to make the changes in both Syncro and QB.

Integrating QuickBooks

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Annotations Reference