What currently syncs with QuickBooks:
- Customers
- Customer Type
- Invoices
- Payments
- Payment Method/Type
- Standard Terms
- Credits
- Vendors
- Sales Reps
- Charts of Accounts*
- Items List (Products, Services, Sales Tax References, Discounts*, Other Charges)
- Employees
- Cost on Inventory Products
- Refund Checks (as long as they have been applied to the Payment they are refunding)
*for Members who sync with QuickBooks Online, these items do not sync from SA to QBO. They only sync from QBO to SA.
What does not sync with QuickBooks:
- QB Checks
- Estimates
- General Journal Entries
- Expenses
- Time Tracking/Payroll
- Bank Account/ Reconciliation
- Item Costs
- Statement Charges
- Discounts on Payments
- Credit Card Numbers
- Cost on Non- Inventory Products
- Balance Adjustments