Syncing CashFlow Central with QuickBooks Online saves time and eliminates double data entry. CashFlow Central pulls vendor and unpaid bills information from QuickBooks, so you don't have to manually enter vendor details. Once you've completed scheduling a payment in CashFlow Central, your QuickBooks account is updated with the payment details automatically.
Important note:
- If you manage multiple companies within the same accounting software, you can only connect to a single company.
- Switching to a different company or changing accounting software is not supported.
- If you choose to disconnect CashFlow Central from your accounting software, you can only reconnect to the same software and company.
Here's how to connect your QuickBooks Online account with CashFlow Central:
Connecting your accounts
1- Sign in to CashFlow Central.
2- There are three ways you can connect with QuickBooks Online:
- In your CashFlow Central dashboard, select the Sync icon in the top right corner of the screen. This will take you to the settings menu.
- From your CashFlow Central dashboard, select Settings to access the settings page.
- From the Bills tab, select Import bills and then Connect accounting software. This will bypass the settings page. Please continue from Step 6 of this guide.
3- In the settings menu, select Sync and import.
4- In the Sync and import section under Sync Accounting Software, find QuickBooks Online.
5- Under QuickBooks Online, select Connect.
6- Sign in to your QuickBooks Online account, if you're not already logged in.
7- In the QuickBooks Online pop-up window, select Connect to continue.
8- Follow the prompts to complete the connection.
Verifying your sync
9- Once connected, you can check if the sync was successful:
- Go back to CashFlow Central.
- In Settings, under Sync and import, you'll see your connection status.
- You can manually sync by clicking Sync now anytime to get up-to-date payment statuses.
10- Your QuickBooks Online account will now be synced successfully. All the unpaid bills in your QuickBooks account will appear in your CashFlow Central dashboard.
That's it! Now that your accounts are connected and your bills and vendors have been imported, you are ready to pay them directly through CashFlow Central while maintaining synchronized records in QuickBooks Online.