How QuickBooks Sync Works

Syncing QuickBooks with Printavo is fast and simple!

We integrate with QuickBooks Online to instantly download your customers.

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.

We sync all line items of your invoices to line items in QuickBooks Online.  Sizing columns will be added to the Description column of the invoice in QuickBooks Online. 

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 AccountQuickBooks Sync.  If you have any issues with invoices not syncing, you will want to fully sync your account first in My Account.  

Fields Mapping

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
 Email  Email
 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 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
 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

 

Sales Tax

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.

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Comments

2 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?

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  • 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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