Sync Matrix for QuickBooks Desktop

This matrix applies to QuickBooks Pro/Premier/Enterprise.

Chart of Accounts/
Departments 2-way
- Departments are Classes in QuickBooks Desktop
Locations NA
Classes NA
Employees NA
Project/Jobs 1-way to
Bank Account Balance 1-way to

Vendors 2-way
Unpaid Bills - 1-way from
- 2-way available, if enabled
Partially or Fully Paid Bills 1-way from
AP Bill Payments 1-way from
Unapplied Vendor Credits 1-way from
Partially or Fully Applied Vendor Credits 1-way from
AP Funds Transfers 1-way from
Voids NA
Bill attachments NA

Customers/Sub-customers 2-way
Items 1-way to
- If you create items in, they will not sync to QuickBooks Desktop, and bills/invoices with those items used on them will not sync to QuickBooks Desktop
Unpaid Invoices* 2-way (Edits entered into do not sync)
Partially Paid Invoices 2-way (Edits entered into do not sync)
Fully Paid Invoices* 1-way to
Sales Tax 1-way to
AR Payments* 1-way from
Credit Memos NA
AR Funds Transfers 1-way from
(ePayments only, does not apply to credit card payments)
Voids 1-way from

*Note: On accounts created before June 5, 2020, invoice payment status and amount due on invoices in QuickBooks Desktop will sync to Please contact Customer Support by clicking Contact Us at the top of this page if you'd like to disable it.

Auto Sync No
Books Closed Date 1-way to (Sync dashboard version v_2.0.8250.9 or later)