QuickBooks Online sync: Notes and best practices

Object QuickBooks Online to CashFlow Complete CashFlow Complete to QuickBooks Online Notes + Known Limitations
General Chart of Accounts Yes Yes
Departments No No
Locations Yes Yes Only first line item location (CashFlow Complete bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within the same bill, sync error will occur.
Classes Yes Yes Classes won't sync to QuickBooks Online from CashFlow Complete on AR invoices if classes aren't set to per line (instead of one per entire transaction). They'll still sync from QuickBooks Online to CashFlow Complete but not the reverse.
Employees No No
Jobs Yes Yes Syncs into CashFlow Complete as a Customer record and will be linked as a subcustomer to the parent customer
Currency Yes Yes - Multi-currency isn't supported. CashFlow Complete supports only one currency. By default it's set to USD, but it can be changed in CashFlow Complete Sync Preferences.
- Bills in QuickBooks Online with non USD currency will be ignored by the sync and won't sync to CashFlow Complete
Bank account balance Yes No Syncs with Trial balance report
Payment terms No No Payment Terms don't sync to/from QuickBooks Online
Attachments No No CashFlow Complete doesn't sync attachments to/from QuickBooks Online. Use CashFlow Complete to directly upload attachments.
Approvals No No CashFlow Complete doesn't sync approvals to/from QuickBooks Online. However, the ability to have ONLY Approved bills sync to QuickBooks Online is available.
Payables Vendors Yes Yes CashFlow Complete uses the Vendor Name for matching, so Name should be unique within CashFlow Complete to avoid duplicates.
AP Funds Transfer No Yes - Journal Entry is created in QuickBooks Online
- Funds Transfer Sync only if CashFlow Complete Clearing accounts are used
Bills Yes Yes - The ability to have ONLY Approved bills sync to QuickBooks Online is available.
- Bills totaling $0 won't sync to QuickBooks Online
Bill Payments For accounts created before 09/15/17, not by default, option to sync 2-way in sync preferences

For accounts created after 09/15/17 - Yes
Yes - The memo field for Offline Payments in CashFlow Complete doesn't sync to Quickbooks Online
- Voids of offline payments sync in both directions
Vendor Credits No Yes - Doesn't support billable customers
- Credit applications done in CashFlow Complete won't sync to QuickBooks Online until the entire bill is paid in full
Purchase Order No No Bills created from POs sync over to CashFlow Complete but won't reference the PO#
Receivables Customers Yes Yes - CashFlow Complete uses the Customer Name for matching, so Name should be unique within CashFlow Complete to avoid duplicates.
- Sub-customers sync in both directions
Invoices Yes, fully unpaid invoices only Yes - Partially- and fully-paid invoices won't sync from QuickBooks Online to CashFlow Complete
- CashFlow Complete supports sales tax as an invoice line item, associated with a sales tax GL account
- CashFlow Complete sync supports one sales tax item per invoice
- Payment Terms don't sync from/to QuickBooks Online
- Departments don't sync to QuickBooks Online
- Deleted invoices don't sync from QuickBooks Online to CashFlow Complete
Sales Tax Yes Yes - Sales Tax codes sync to CashFlow Complete as Items
- Sales Tax on an invoice syncs both direction
Items Yes Yes - Items from QuickBooks Online come over as type "service"
-Sub-items sync in both directions
AR Payments No Yes - Payments made in QuickBooks Online don't sync to CashFlow Complete
- Voided payments don't sync
Credit Memos No No Credit Memos don't sync to/from QuickBooks Online. They need to be manually applied in both CashFlow Complete and QuickBooks Online.
AR Funds Transfer No Yes - Journal Entry is created in QuickBooks Online
- Funds Transfer Sync only if CashFlow Complete Clearing accounts are used
AR Payment Convenience Fee No No