QuickBooks Online sync: Frequently asked questions (FAQ)

What Syncs?

Accounts signed up before 9/15/17

Sync Flow 1 way payments

Accounts signed up after 9/15/17

Sync Flow 2 way payments

FAQs

Why are some of my bills/invoices not showing up in CashFlow Complete from QuickBooks Online?

  • Make sure you have set your sync preferences (Unallocated Expense, Unallocated Income, Bank account GL…)
  • Only unpaid Bills and invoices will sync from QuickBooks Online to CashFlow Complete. We do not sync historical Paid or Partially Paid bills or invoices.
  • Only USD Currency is supported by CashFlow Complete, hence Bills and Invoices must be in this format in order to sync over.
  • Bill and Invoice Numbers are required in order for these to sync from QuickBooks Online into CashFlow Complete.
  • Items and transactions from QuickBooks Commerce do not sync.

How do I reconcile my CashFlow Complete payments?

Using the CashFlow Complete clearing accounts and/or Funds Transfer detail report.

How do I track the application of vendor credits?

When applying a vendor credit in CashFlow Complete, the application will sync back to QuickBooks Online based on payment status of the bill.

How do I stop bills/invoices syncing from QuickBooks Online?

By default, transactions have a 2-way sync. If you want them to sync only from CashFlow Complete to QuickBooks Online, please contact Customer Support.

How can I view my bill documents from QuickBooks Online?

Documents do not sync between CashFlow Complete and QuickBooks Online.

How and where do I sync?

Syncing can be performed from within CashFlow Complete in two different ways.

  • Option one
    1. Hover over the sync icon at the top of any CashFlow Complete page
    2. Select Sync Now

Or

  • Option two
    1. Select the sync icon
    2. Select Sync Now

When syncing, do I have to sit and watch?

You can leave the sync screen at any time and continue to work in CashFlow Complete. The sync icon at the top of the page in CashFlow Complete will show your sync progress.

Do I need to sync manually every time?

While you can sync manually at any time, the sync will automatically run approximately 24 hours after your most recent sync. We suggest syncing daily to ensure QuickBooks Online and CashFlow Complete are up-to-date, and financial reports are accurate.

To turn on Auto Sync:

  1. Select Settings
  2. Under Sync, select Preferences
  3. Select the edit icon
  4. Select Sync Automatically
  5. Select Save

Why aren't the payments I record in QuickBooks Online syncing to CashFlow Complete?

For accounts created before 9/15/17, payments only sync in one direction, from CashFlow Complete to QuickBooks Online by default. Payments recorded in QuickBooks Online won't sync over to CashFlow Complete, unless you enable the option to sync 2-ways in sync preferences.

  1. Select Settings
  2. Select Preferences under Sync
  3. Select the edit icon
  4. Select Enable 2-Way Payment Sync
  5. Select Save