Sync Matrix for Xero
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | 2-way |
| Locations | 2-way |
| Classes | NA |
| Employees | NA |
| Project/Jobs | NA |
| Bank Account Balance | 1-way to CashFlow Complete |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 1-way from CashFlow Complete |
| AP Bill Payments | 1-way from CashFlow Complete |
| Unapplied Vendor Credits | 2-way* |
| Partially or Fully Applied Vendor Credits | 1-way from CashFlow Complete |
| Voids | 1-way from CashFlow Complete |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 2-way |
| Unpaid Invoices | 2-way |
| Partially or Fully Paid Invoices | 1-way from CashFlow Complete |
| Sales Tax | 1-way to CashFlow Complete |
| AR Payments | 1-way from CashFlow Complete |
| Credit Memos | NA |
| AR Funds Transfers | 1-way from CashFlow Complete (ePayments only, does not apply to credit card payments) |
| Voids | 1-way from CashFlow Complete |
| Other | |
|---|---|
| Auto Sync | Yes |
| Books Closed Date | 1-way to CashFlow Complete |
| Link to view bill/invoice in Bill.com | Yes |
*Option for 1-way sync also available (See Resources below)
ACCOUNT SETUP View all
QuickBooks for Windows View all
NetSuite / Intacct / Xero
Load more
