How customers sync to QuickBooks Online
Name matching, migrated-customer safety, and why duplicates never reach your books.
How invoice details sync to QuickBooks Online
When invoices reach QuickBooks, what carries over, and why one might be held back.
How payments sync to QuickBooks Online
How payments are applied to QuickBooks invoices, and what stays in QuickBooks.
How pricebook items sync to QuickBooks products & services
Items are matched by name or created, and stay in step when you edit them.
Mapping tax rates to QuickBooks Online
Pick the QuickBooks tax code for each tax rate so taxed invoices book correctly.
Tracking revenue by QuickBooks class
Tag synced invoice lines with a class per job type or per price book item so P&L by Class shows each division.
Syncing purchase orders to QuickBooks as Bills
Billed purchase orders post to QuickBooks as Bills on your COGS account.
Syncing expenses to QuickBooks
Post company-paid expenses to QuickBooks on the right account, job and class, with an optional class per expense category.
Resolving common QuickBooks errors
Every held-back record explains itself — here's what each message means and the fix.
Card fees and refunds in QuickBooks Online
Pick the QuickBooks accounts for card fee income and refunds so fees, refunds and credits sync.
QuickBooks change alerts
Email your accountant when an invoice or payment that already synced to QuickBooks Online changes, right away or as a daily summary.
