Automatic sync to QBO and excluding facilities from Sync
This article covers:
- Save time by setting Flourish Software to sync to QuickBooks Online automatically!
- Exclude facilities from syncing with QuickBooks Online.
Auto-sync to QBO
Please follow the steps below:
- Go to Settings
- Select Integrations
- Click on QuickBooks
- Select the Settings page (see the picture below)
- For each Type of Accounting, set what is automated.
- Click
For example:
For Customers:
- You can set to "Automatically create a customer in QBO when a destination is created in Flourish"
- You can select "Automatically update a customer in QBO when the destination is updated in Flourish"
You can do the same for:
- Invoices
- Items
- Payments
- Purchase Orders
- Vendors


Exclude facilities from QBO syncing
You can designate the facilities that you want to exclude from the sync to QuickBooks Online.
On the facilities you designated:
- They will be excluded from the automatic sync actions you defined above.
- You will not be able to sync manually inbound orders, outbound orders, and payments.
- The
and
buttons will not appear in the interface.
Please follow the steps below to exclude the facilities exclude from the sync to QuickBooks Online:
- Locate the Facilities part on the bottom of the screen:
- Click on the box next to Exclude facilities from QBO syncing to populate the list of the facilities
- Select the facility you want to exclude for QuickBooks Online syncing.
- Repeat steps 2 and 3 until the facilities are selected.
- To clear the list click the
on the right side of the box.
- Click
.