In this section
- What is QuickBooks Sync?
- What fields sync from Printavo to QuickBooks?
- How is sales tax handled in Printavo's QuickBooks Sync?
- Can you merge customers in QuickBooks after Printavo creates them?
What is QuickBooks Sync?
Syncing QuickBooks with Printavo is fast and simple!
We integrate with QuickBooks Online to export your customers, invoices, and payments from Printavo to QuickBooks.
To sync your QuickBooks Online account with Printavo, head to My Account > QuickBooks Sync to sync your account. You will need a paying Standard or higher subscription.
Any changes you make to invoices, customers, or payments in Printavo, will be created and updated in QuickBooks Online every 2 hours. You can always fully sync your account in My Account > QuickBooks Sync. If you have any issues with invoices not syncing, you will want to fully sync your account first in My Account. Note that, if changes are made to an invoice in QuickBooks, and the invoice is updated in Printavo, it will overwrite the changes in QuickBooks.
What fields sync from Printavo to QuickBooks?
Here is an outline as to what fields we sync to QuickBooks and how that works.
|First Name||Given Name|
|Last Name||Family Name|
|Company or Full Name||Display Name|
|Billing Address||Billing Address|
|Shipping Address||Shipping Address|
|Resale Number||Resale Number|
* Contacts will be Sub customers in Quickbooks
|Invoice Number||Invoice Number|
|Customer Due Date, Invoice Date, Production Due Date or Created Date (Can choose in settings)||Invoice Date|
|Customer Due Date||Due Date|
|Customer Email Address||Billing Email|
|PO Number||Customer Memo|
|Line Item Sizing/Styles/Descriptions/Columns||Description Field|
|Line Item Category||Product/Service (untaxable)|
|Order Fees||Normal Line Items|
Customer Memo (Message displayed on invoice)
|Transaction Date||Transaction Date|
*if there is no category selected, then it will be synced to "General N/A"
How is sales tax handled in Printavo's QuickBooks Sync?
US Customers - Sales tax rates in Printavo are created as rates in QuickBooks, ex: "7% - Printavo"
Canada - Sales tax rates in Printavo are created as rates in QuickBooks, ex: "13% - Printavo"
UK - 20% sales tax in Printavo use "20.0% S" in QuickBooks while 0% sales tax uses "0.0% Z" in QuickBooks.
Can you merge customers in QuickBooks after Printavo creates them?
Please do not merge or delete any customers, invoices or payments Printavo's creates in your QuickBooks account. We store references to this existing data, which will be destroyed if data is merged or deleted.