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 Account > QuickBooks Sync. If you have any issues with invoices not syncing, you will want to fully sync your account first in My Account.
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 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|
Customer Memo (Message displayed on invoice)
|Transaction Date||Transaction Date|
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.