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.
Customers
| Printavo | QuickBooks |
| First Name | Given Name |
| Last Name | Family Name |
| Company | Company |
| Company or Full Name | Display Name |
| Phone | Phone |
| Fax | Fax |
| Billing Address | Billing Address |
| Shipping Address | Shipping Address |
| Notes | Notes |
| Tax Exempt | Taxable |
| Resale Number | Resale Number |
* Contacts will be Sub customers in Quickbooks
Invoices/Orders
| Printavo | 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 |
| Notes |
Customer Memo (Message displayed on invoice) |
Payments
| Printavo | QuickBooks |
| Amount | Total |
| Description | Description |
| Transaction Date | Transaction Date |
| Category | Payment Method |
*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.
Comments
I tried to ask for a payment that was $0.01 and Printavo gave me an error message that the amount was too small. This makes sense, yet I was trying a test and wanted to see if this invoice would sync to QB.
Are there any times when an invoice (other than the status not being checkmarked to sync) that the invoice would not be sync'd to QB? Will it sync before we ask for payment?
Hi Gloria,
A Job will be put in the queue to sync if it is in a status that syncs. That is independent of a payment request. I suggest to include any statuses where money is usually exchanged or any type of work has been performed to ensure that job is synced to your QuickBooks online.
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