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Syncing Bills and Invoices to QuickBooks

Created by Natalie Bidal, Modified on Fri, 23 May at 3:16 PM by Natalie Bidal

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:

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

Setup 17.png

 

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.

Manual 1.png

 

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

Manual 2.png

 

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 

Manual 3.png

 

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

Manual 4.png

 

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:

SkySlope Books QuickBooks
Bill to Customer (1)
Date Invoice Date (3)
Due Date Due Date (4)
Email Customer Email (2)
Item (Product/Service) Product/Service (5)
Description Description (6)
Qty Qty (7)
Rate Rate/Amount (8)

QuickBooks Invoice:

Bill Field Syncing:

SkySlope Books QuickBooks
Bill from Vendor (1)
Date Bill date (2)
Due date Due date (3)
Item (Product/Service) Category (4)
Description Description (5)
Rate/Amount Amount (6)

 

QuickBooks Bill:

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