Below is a breakdown of the data objects we currently sync with, pull from, or do not sync between Adaptive and QuickBooks Desktop. This helps clarify what data flows between the systems and where the data originates.
🔁 Two-Way Sync (Data syncs both to and from QuickBooks Desktop)
These objects are fully integrated between Adaptive and QuickBooks Desktop. Any updates made in either system will sync to the other:
Account
Bill
Bill Payment
Credit Card Credit / Refund
Customer (Job)
Deletion
Expense (Receipt)
Invoice (Draw)
Purchase Order
Vendor
Vendor Credit
⬅️ One-Way Sync (Pulled from QuickBooks Desktop into Adaptive)
These objects are imported from QuickBooks Desktop into Adaptive, but changes made in Adaptive will not push back to QuickBooks Desktop:
Company Information
Item / Cost Code
Payment Method
⬅️ One-Way Sync (Pushed from Adaptive into QuickBooks Desktop)
These objects are Pushed from Adaptive into QuickBooks Desktop, but changes made in QuickBooks Desktop will not sync back to Adaptive:
Class
Please note: This refers to selecting a class for bills and receipts rather than the class options that can be found in QuickBooks Desktop. We have more information on selecting classes here: Assigning a Class to a Job
🚫 Not Synced
These objects are not currently synced between Adaptive and QuickBooks Desktop:
Attachment
Employee
Location
Tax Code
Time Activity / Labor
Vendor Documents
If you have any additional questions or feedback please contact [email protected] for further assistance.