Below is a breakdown of the data objects we currently sync with, pull from, or do not sync between Adaptive and QuickBooks Online. This helps clarify what data flows between the systems and where the data originates.
🔁 Two-Way Sync (Data syncs both to and from QuickBooks Online)
These objects are fully integrated between Adaptive and QuickBooks Online. 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 QuickBooks Online into Adaptive)
These objects are imported from QuickBooks Online into Adaptive, but changes made in Adaptive will not sync back to QuickBooks Online:
Company Information
Employee
Item / Cost Code
Time Activity / Labor
Vendor Documents
⬅️ One-Way Sync (Pushed from Adaptive into QuickBooks Online)
These objects are Pushed from Adaptive into QuickBooks Online, but changes made in QuickBooks Online 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 QuickBooks Online. 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 QuickBooks Online:
Payment Method
If you have any additional questions or feedback please contact [email protected] for further assistance.