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