Automatic sync to QuickBooks Online settings

Updated 1 month ago by NIr Malchy

Save time by setting Flourish Software to sync to QuickBooks Online automatically!

Please follow the steps below:

  1. Go to Settings
  2. Select Integrations
  3. Click on QuickBooks
  4. Select the Settings page (see the picture below)
  5. For each Type of Accounting, set what is automated.
  6. 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

Dont forget to click

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