QuickBooks Online sync: At a glance

The sync with QuickBooks Online eliminates double data entry by automatically sending all your information to CashFlow Complete from QuickBooks Online, and sending back payments made/received in CashFlow Complete.

Here’s how sync can enable you to seamlessly integrate payments in your workflow:

Payables Flow

Receivables Flow

By default, your account syncs automatically, once a day about 24 hours from your last sync. You can also trigger a sync manually at any time.

What Syncs?

Accounts signed up before 9/15/17 QuickBooks Online sync flow

Accounts signed up after 9/15/17
QuickBooks Online sync flow 2 way payments

Things to Know

  • AR payments must be recorded in CashFlow Complete
  • For accounts signed up before 9/15/17, AP payments only sync in one direction, from CashFlow Complete to QuickBooks Online by default. You can enable the option to sync AP payments 2-ways in sync preferences. For accounts created after 09/15/17, AP payments only sync in both directions.
  • Partially and fully paid bills/invoices in QuickBooks Online don't sync to CashFlow Complete
  • CashFlow Complete doesn’t sync attachments to/from QuickBooks Online
  • Credit Memos don't sync
  • 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.