Accounting Integration
QuickBooks & QuickBooks Integration
QuickBooks integration lets you organise business expenses, automate spending such as bills, generate one-click reports, review the QuickBooks dashboard and manage daily business activities.
QuickBooks simplifies and automates many accounting tasks including managing inventory, tracking time and running analytics.
What's included
- Ability Financial Exchange
- Real-Time Transfer
- Two-Directional Sync
- One-Click Reports
Key features
- Ability Financial Exchange for QuickBooks (AFE)
- Saves significant time by automating data transfer in real time
- Uses the synced point-of-sale data available in QuickBooks Online
- Review cash flow reports to make better business decisions
- Two-directional sync in near real time with AFE
- AFE sync software that scales to handle your business growth
Common questions
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Why would a business sync two QuickBooks files?
Groups with several trading entities, franchises, or a separate file per branch need consolidated reporting without merging the books. Syncing between files keeps each entity's accounts intact while pushing the figures needed for group reporting into one place.
Can QuickBooks Desktop and QuickBooks Online be connected to each other?
Yes. A common arrangement is Desktop as the operational file with Online used for reporting and remote access, or the reverse during a staged migration. Desktop is reached through the Web Connector and Online through its API.
Which records can be transferred between files?
Customers, vendors, items, invoices, bills, payments and journal entries, with the chart of accounts mapped between the two files. Transfers can be limited to summary journals where the receiving file only needs totals.
How are duplicates avoided when the sync runs both ways?
Each transferred record keeps a cross-reference to its counterpart, so a record that comes back on the return pass is recognised and updated rather than created again. This matters most on two-directional setups, where naive syncing produces duplicates within days.
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