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.

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 orders will create different line items to your sales transactions list.

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

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

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

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