How SynkedUP Payments Sync with QuickBooks Online
SynkedUP Payments allows you to handle your entire invoicing process inside SynkedUP—while automatically syncing all accounting data to QuickBooks Online for accurate financial reporting.
This means you can:
Create invoices
Send invoices
Collect payments
Mark invoices as paid
All without ever leaving SynkedUP.
Meanwhile, QuickBooks Online captures the necessary accounting information behind the scenes for:
Profit & Loss reporting
Revenue tracking
Cost code allocation
Tax reporting
How the Sync Works
When you create and send an invoice in SynkedUP, the system automatically shares that information with QuickBooks Online.
Here’s what happens step by step:
1. Invoice Created in SynkedUP
For example, you may have:
An install job
Multiple work areas
Multiple cost codes
You create an invoice in SynkedUP that reflects those work areas and cost codes.
2. Invoice Sent and Paid
Once:
The invoice is sent to the customer
The customer pays the invoice
SynkedUP marks the invoice as paid and the transaction is complete within SynkedUP.
You’ll see confirmation that the invoice has been sent to QuickBooks.
What Happens in QuickBooks Online
When the invoice is created in SynkedUP:
A duplicate invoice is automatically created in QuickBooks Online.
The invoice includes a memo that states:
“Invoice managed by SynkedUP — do not pay directly.”
This QuickBooks invoice serves as an accounting record only. Customers should always pay through SynkedUP, not directly through QuickBooks.
Important Details of the Synced Invoice
The QuickBooks invoice includes:
The same invoice amounts
Linked cost codes tied to services
The SynkedUP payment ID
Proper revenue allocation
This ensures:
Revenue is assigned correctly to the appropriate services
Cost codes are tracked properly
Financial reporting remains accurate
Your Profit & Loss statement reflects the correct data
Once payment is completed in SynkedUP, the transaction is reflected accordingly in QuickBooks.
Why This Matters
With SynkedUP Payments and QuickBooks Online connected:
You manage operations and invoicing entirely inside SynkedUP.
QuickBooks handles accounting automatically in the background.
There’s no need to recreate invoices manually in QuickBooks.
Your financial reporting stays accurate without duplicate data entry.
This integration allows you to streamline your workflow while maintaining clean and accurate accounting records.
If you have any questions about syncing SynkedUP Payments with QuickBooks Online, reach out to our support team through the chat box—we’re happy to help.