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Answers.Bill.com: Top Tip – How Sync Works With QuickBooks

April 6, 2012

How does QuickBooks sync work?

HowSyncWorksInQB

Each time you sync, Bill.com picks up any QuickBooks changes to:
    •    Accounts
    •    Departments (called Classes in QuickBooks)
    •    Vendors
    •    Jobs (called "Customer : Jobs" in QuickBooks)
    •    Book Balance – shown in the calendar to help project cash flow
    •    Customers
    •    Invoices (new and edited invoices)
    •    Items
    •    QuickBooks picks up any Bill.com changes to:
    •    Accounts
    •    Departments (called Classes in QuickBooks)
    •    Vendors
    •    Bills
    •    Bill Payments
    •    Vendor Credits
    •    Funds Transfers (see Reconciling your Bank Account for more information)
    •    Customers
    •    Invoices (new invoices only)
    •    Invoice payments
 
Payables – Manage your bills, vendor credits, approvals, and payments in Bill.com – not in QuickBooks.  Any changes you make to bills, vendor credits, or bill payments within QuickBooks will not be synchronized with Bill.com.

Receivables – Create invoices in QuickBooks as you usually do (then sync them into Bill.com), or create invoices directly in Bill.com.  If you create invoices directly in Bill.com: edit the invoices in Bill.com until you sync with QuickBooks.  After you sync, edit the invoices in QuickBooks only: you can't edit invoices in Bill.com after syncing them to QuickBooks (but you still send them to customers and record payments in Bill.com).

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