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
Unapplied Vendor Credits 1-way from Bill.com
Partially or Fully Applied Vendor Credits 1-way from 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
Unpaid Invoices* 2-way (Edits entered into Bill.com do not sync)
Partially Paid Invoices 2-way (Edits entered into Bill.com do not sync)
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 clicking 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)