How will my inFlow Cloud data look in Quickbooks Online?

When new sales orders are invoiced, partially paid, or paid in inFlow Cloud, the sales order information will sync automatically to QuickBooks Online (QBO) as a sale. Your sales orders will be transferred as invoices, credit memos, and payment transactions, and refunds will be listed as journal entries in QBO.

We currently support QBO US, Canada, UK and AUS.

inFlow sales orders in QBO

When your sales orders are invoiced, partially paid, or paid in inFlow, you can find those orders in the Sales Transactions section of QBO. You can click on any of the headings in the table to sort the view of your orders. inFlow’s sales order number will show up as the Invoice number in QBO, making information tracking simple. Payments, refunds and adjustments will create different line items in your sales transactions list.

Which sales order fields sync to QuickBooks Online?

  • Customer name
  • Customer Billing Address
  • Shipping Address
  • Invoice/Order date
  • Invoice/Order number
  • Items purchased
  • Quantity of items purchased
  • Payment Details
  • Payment Terms
  • Due Date
  • Subtotal on sales order
  • Taxes on sales order
  • Balance left on on sales order
  • Sales order remarks

Which fields won’t sync to QuickBooks Online?

  • P.O #
  • Sales Rep
  • Location of items
  • Non-Customer costs

What customer fields sync with QuickBooks Online?

Currently, inFlow Cloud only syncs your sales order with QBO, not your customer records. When you save an order in inFlow with a customer that isn’t in QBO, the sync will create a new customer profile in QBO and inFlow will set the following fields:

  • Name
  • Billing Address
  • Shipping Address
  • Phone Number
  • Email
  • Currency

Other customer fields will need to be inputted in QBO manually.

After a customer has been initially created, inFlow will not update the customer profile in QBO, so if there are any changes please enter them directly into QBO and inFlow Cloud.

If you’d like to try out this integration you can find all the steps on the QBO setup article.

kerishacaines
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
June 15, 2018

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