Sync Matrix for QuickBooks Desktop
This matrix applies to QuickBooks Pro/Premier/Enterprise.
| General | |
|---|---|
| Chart of Accounts/ Sub-accounts |
2-way |
| Departments | 2-way - Bill.com Departments are Classes in QuickBooks Desktop |
| Locations | NA |
| Classes | NA |
| Employees | NA |
| Project/Jobs | 1-way to Bill.com |
| Bank Account Balance | 1-way to Bill.com |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | - 1-way from Bill.com - 2-way available, if enabled |
| Partially or Fully Paid Bills | 1-way from Bill.com |
| AP Bill Payments | 1-way from Bill.com |
| Vendor Credits | 1-way from Bill.com - Vendor Credit applications won't sync until the bill is paid in full in Bill.com. |
| AP Funds Transfers | 1-way from Bill.com |
| Voids | NA |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 1-way to Bill.com - If you create items in Bill.com, they will not sync to QuickBooks Desktop, and bills/invoices with those items used on them will not sync to QuickBooks Desktop - Items created as type Subtotal are not supported by BILL. Subtotal items will sync but are excluded from the calculations and will add to total of the invoice. |
| Unpaid Invoices* | 2-way (Edits entered into Bill.com do not sync) |
| Partially Paid Invoices | - 2-way for accounts created before June 5, 2020 (Edits entered into Bill.com do not sync) - For accounts created after June 5 2020, partially paid invoices will not sync from Quickbooks Desktop to Bill.com |
| Fully Paid Invoices* | 1-way to Bill.com |
| Sales Tax | 1-way to Bill.com |
| AR Payments* | 1-way from Bill.com |
| Credit Memos | NA |
| AR Funds Transfers | 1-way from Bill.com (ePayments only, does not apply to credit card payments) |
| Voids | 1-way from Bill.com |
*Note: On accounts created before June 5, 2020, invoice payment status and amount due on invoices in QuickBooks Desktop will sync to Bill.com. Please contact Customer Support by selecting Contact Us at the top of this page if you'd like to disable it.
| Other | |
|---|---|
| Auto Sync | No |
| Books Closed Date | 1-way to Bill.com (Sync dashboard version v_2.0.8250.9 or later) |
Resources
Account Setup View all
Making Payments to your Vendor View all
Getting Paid by your Customer View all
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