Sync Matrix for QuickBooks Online
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | NA |
| Locations | 2-way |
| Classes | 2-way |
| Employees | NA |
| Project/Jobs | 1-way to Bill.com (Syncs into Bill.com as a Customer record and will be linked as a subcustomer to the parent customer) |
| Bank Account Balance | 1-way to Bill.com |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 2-way (If 2-way AP payment sync is enabled in the sync preferences) |
| AP Bill Payments | For accounts created before 09/15/17, 1-way from Bill.com by default, with option to sync 2-way in sync preferences For direct accounts created after 09/15/17, 2-way by default |
| Check numbers | 1-way from Bill.com to the payment memo field in QuickBooks Online |
| Unapplied Vendor Credits | 1-way from Bill.com |
| Partially or Fully Applied Vendor Credits | 1-way from Bill.com (Vendor credit application, that partially pays a bill, will not sync until the bill is paid in full) |
| AP Funds Transfers | 1-way from Bill.com |
| Voids | 1-way from Bill.com |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 2-way |
| Unpaid Invoices | 2-way - Deleted invoices do not sync from QuickBooks Online to Bill.com |
| Partially or Fully Paid Invoices | 1-way from Bill.com |
| Sales Tax | 1-way to Bill.com |
| AR Payments | 1-way from Bill.com |
| AR Funds Transfers | 1-way from Bill.com (ePayments only, does not apply to credit card payments) |
| Credit Memos | NA |
| Voids | 1-way from Bill.com |
| Other | |
|---|---|
| Auto Sync | Yes |
*Option for 1-way sync also available (See Resources below)
If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.
Account Setup View all
Making Payments to your Vendor View all
Getting Paid by your Customer View all