Syncing Bills and Invoices to QuickBooks

Once you've set up the QuickBooks integration for SkySlope Books, bills and/or invoices can automatically or manually sync to QuickBooks. 

In this article, we will cover:

• How to Automatically Sync Bills/Invoices
• How to Manually Syncing Bills/Invoices
• Accessing SkySlope Books Bills/Invoices in QuickBooks
• Viewing Bills/Invoices in QuickBooks

Important: 

• There is only a one-time sync from SkySlope Books to QuickBooks.  After the sync is completed, if the bill/invoice is updated, the updated information will not flow into QuickBooks and vice-versa.
• Bill/Invoice payment status is not sent as part of the sync.

How to Automatically Sync Bills/Invoices

1. Navigate to Settings > Integrations > QuickBooks

2. Click on the Integration Settings tab

3. When the toggle is blue, automatic syncing is turned on. 

How to Manually Syncing Bills/Invoices

Follow these steps to manually sync a bill or invoice to QuickBooks.

1. In the left menu, navigate to Bills or Invoices. Locate the bill/invoice you want to sync manually.

2. Click to open the bill/invoice. Then click Sync with QuickBooks. 

3. Once synced, you will have the option to View in QuickBooks.

Important:  There is only a one-time sync with QuickBooks.  Upon syncing, certain 

4. After clicking View in QuickBooks, a new tab will open, and you will be directed to that bill/invoice in your QuickBooks account.

Accessing SkySlope Books Bills/Invoices in QuickBooks

Whether you sync manually or automatically, there are two ways to view a bill or invoice in QuickBooks.

1. Accessing QuickBooks from the Invoice / Bill in SkySlope Books 

• Navigate to Sales (A/R) for Invoices or Purchases (A/P) for Bills. 
• Locate the Invoice/Bill you want to view and click on the line item to open.
• Click View in QuickBooks. A new tab will open where you can view the Invoice/Bill in QuickBooks.

2. Accessing Invoices/Bills by logging into QuickBooks

• Navigate to the QuickBooks online login page
• Login with your credentials
• Locate the Invoices / Bills screen in your Left Navigation bar
  • Note: SkySlope Books Bills will be found in the Expenses tab within the Bills screen
• Click on the screen you would like to access 
• The invoices/bills that have been automatically or manually synced from SkySlope books will be displayed

Viewing Bills/Invoices in QuickBooks

Reminder: There is only a one-time sync from SkySlope Books to QuickBooks.  After the sync is completed, if the bill/invoice is updated, the updated information will not flow to QuickBooks and vice-versa.

After accessing Bills/Invoices in QuickBooks, you can view the invoice in QuickBooks.  See below for the fields that will populate from SkySlope Books into QuickBooks.  

Invoice Field Syncing:

QuickBooks Invoice:

Bill Field Syncing:

QuickBooks Bill:

Updated November 19, 2024 19:12