Integrating Syncro with QuickBooks Online (QBO) allows you to seamlessly sync data between the two systems, eliminating the need for manual input and ensuring consistency across platforms.

For optimal results, follow all 10 steps in the wizard below. If you miss a step, you can return to the QuickBooks settings page in Syncro to add or change entries.

Prerequisites

Before starting the integration, ensure your QBO account is properly set up by a bookkeeper or accountant to avoid any data issues. This includes setting up:

• Chart of accounts,
• Payment methods,
• Tax rates, and
• Customer and product lists.

Syncro handles Customers differently than QBO. While QBO includes sub-customers, Syncro treats them as regular customers. When you import customers from QBO to Syncro, Syncro will also import each sub-customer. This can lead to mismatches if there are duplicate emails.

IMPORTANT: Before importing to Syncro, ensure each customer and sub-customer in QBO has a unique email.

The customer import process also includes your Products and Vendors. You might choose not to import products if there are many in QBO that you don't want in Syncro.

IMPORTANT: Importing vendors will transfer all your vendors into Syncro.

Connect to QBO

1. In Syncro, navigate to Admin > Integrations - App Center. 
2. Type “QuickBooks” in the search bar. The QuickBooks tile displays. 
3. Click the QuickBooks tile:   
   
4. On the left, click CONNECT TO QuickBooks Online:   
    
   (If you’re not yet logged in) a new window displays so you can log into Intuit.
5. After logging in, click Connect to authorize Intuit to securely share your data:  
   Note: If the authorization does not work, contact Intuit to fix your Intuit ID.  
   The Connected! screen displays. 
6. Click Sync Settings: 
    
   The QuickBooks Settings Wizard displays.
7. Click Start: 
    
   IMPORTANT: Do not skip any pages in the Settings Wizard or the sync will not work. 
   
   Note: If you haven't already done so, you should set up Tax Rates separately in both Syncro and QBO, then choose from the QBO tax rates.  A best practice is to maintain a one-to-one tax rate in Syncro for each item in QBO. 
    
8. Map your Syncro tax rates to QuickBooks tax rates, then click Next:   
    
9. Map your 0% Tax Rate, then click Next:    
   
   Note: If you create a non-tax Invoice, it will apply this Zero Rate set up in QuickBooks.
10. Syncro allows "on the fly" Invoice line items. Select the Default QuickBooks Item Code to attach these items to, then click Next:
11. Select the deposit Account (almost always Undeposited Funds), then click Next: 
    
    Tip: If payments do not sync after entering your account, the account name is probably incorrect. 
12. Select your AP Account for purchase orders (usually “Accounts Payable”), then click Next:   
     
    Tips: 
    • If your purchase orders aren’t syncing, this name is probably incorrect. When a purchase order syncs with QB, you must create the bill and pay it in QB to receive the items in your inventory. Then you can return and receive the items inside Syncro. 
    • If you receive the items in Syncro first, it will close out the PO, so you’ll need to re-open it again to bill it. It is easy to miss a closed PO, so be sure to bill it and receive it in QB before closing it in Syncro to avoid discrepancies in your AP account and inventory.
13. Map your payment methods to the QB payment methods and click Next:    
    
14. To activate the integration, check “Turn on Invoices/Payments/Customers Sync to QuickBooks.” 
    This will sync Invoices to Syncro after they're modified. (Syncro doesn't sync historical invoices unless they’re modified after connecting). Left unchecked, the integration remains inactive. Click Next:  
        
15. Select the recommended accounts for the “Income Amount for Sales of Products,” “Expense Account for Cost of Goods Sold,” and “Inventory Asset Account” fields, then click Next.
16. Syncro highly recommends that you Import QuickBooks Customers next. This ensures that a Customer in QuickBooks maps to a Customer in Syncro, and the next Invoice created for that customer is sent to that customer
17. Optionally, you can import your QBO items to populate Syncro's Inventory tab. Click Import QuickBooks Items or skip this import step and click Next.
18. Optionally, you can click Import Vendors to import vendors from QBO to Syncro. Or skip this import step and click Next:
    
    
    The wizard is complete and the QuickBooks Settings page displays.

IMPORTANT: Do not check both “Sync Payments to QuickBooks” and “Sync Payments from QuickBooks.” Syncing both ways may duplicate payment records, which will require manual correction.

Product Types in QBO

When your Syncro Products/items are sent to QBO, they'll be sent as the following QuickBooks product types:

• Inventory: If the Syncro item is set to Maintain Stock = TRUE.
• Service: If the Syncro item is mapped to a "Service" type in QuickBooks. Items categorized as “Labor” in Syncro need to be mapped to items with this type or, upon creation, must be changed from "Non-inventory" to a "Service" type item.
• Non-Inventory: If the Syncro item is neither of the above.

See also Create a Product or Service.

Manual Changes After Syncing

Payment methods and tax rates must be mapped manually after set up.

To manually change an item after syncing, append /quickbooks/settings to your URL. For example: https://yourdomain.syncromsp.com/quickbooks/settings. 

Alternatively you can navigate to Admin > App Center > QuickBooks Desktop/Online - Settings and click Check for Item Changes:   
 

Automatic Sales Tax Calculation

If automatic sales tax calculations are enabled in your QuickBooks Online account, you may see a difference in tax amounts between Syncro and QBO. Syncro is still sending over the amount calculated based on the tax rate added in Syncro, however, that rate is being overridden by the automatic tax calculation in QuickBooks Online. 

Our team is aware of the inconvenience this causes, as the invoice has to be manually edited in QBO to correct the tax. We are investigating potential solutions. In the meantime, to prevent needing to manually edit QBO invoices, we ask that you reach out to Intuit to disable the automatic sales tax calculation feature so that Syncro tax rates are preserved in QBO.