Syncing Bills and Invoices to QuickBooks

Once you've set up the QuickBooks integration for SkySlope Books, Bills/Invoices can automatically or manually sync to QuickBooks. 

In this article, we will cover:

• How to Automatically Sync Bills/Invoices
• How to Manually Syncing Bills/Invoices
• Accessing SkySlope Books Bills/Invoices in QuickBooks
• Viewing Bills/Invoices in QuickBooks

How to Automatically Sync Bills/Invoices

Important:  

• Upon setting up the automatic sync, only new Bills/Invoices created will sync over to Quickbooks. Bills/Invoice posted prior to this setup will need to be manually synced (please see the steps below on How to Manually Syncing Bills/Invoices).
• There is only a one-time sync from SkySlope Books to QuickBooks. After the sync is completed, if the Bill/Invoice is updated, the updated information will not flow into QuickBooks and vice-versa. You will need to manually sync the updated information.
• Bill/Invoice Payment Status is not sent as part of the sync.

1. Navigate to Settings > Integrations > QuickBooks

2. Click on the Integration Settings tab

3. When the toggle is blue, automatic syncing is turned on. 

How to Manually Syncing Bills/Invoices

Follow these steps to manually sync a Bill/Invoice to QuickBooks.

1. In the left menu, navigate to Bills through Purchases (A/P) or Invoices through Sales (A/R). Locate the Bill/Invoice you want to sync manually.

2. Click to open the Bill/Invoice. Then click Sync with QuickBooks. 

3. Once synced, you will have the option to View in QuickBooks.

4. After clicking View in QuickBooks, a new tab will open, and you will be directed to that Bill/Invoice in your QuickBooks account.

Accessing SkySlope Books Bills/Invoices in QuickBooks

Whether you sync manually or automatically, there are two ways to view a Bill or Invoice in QuickBooks.

1. Accessing QuickBooks from the Invoice / Bill in SkySlope Books 

1. Navigate to Sales (A/R) for Invoices or Purchases (A/P) for Bills. 
2. Locate the Invoice/Bill you want to view and click on the line item to open.
3. Click View in QuickBooks. A new tab will open where you can view the Invoice/Bill in QuickBooks.

2. Accessing Invoices/Bills by logging into QuickBooks

1. Navigate to the QuickBooks online login page
2. Login with your credentials
3. Locate the Invoices/Bills screen in your Left Navigation bar
   • Note: SkySlope Books Bills will be found in the Expenses tab within the Bills screen
4. Click on the screen you would like to access 
5. The Invoices/Bills that have been automatically or manually synced from SkySlope books will be displayed

Viewing Bills/Invoices in QuickBooks

Reminder: There is only a one-time sync from SkySlope Books to QuickBooks. After the sync is completed, if the Bill/Invoice is updated, the updated information will not flow to QuickBooks and vice-versa.

After accessing Bills/Invoices in QuickBooks, you can view the item in QuickBooks. See below for the fields that will populate from SkySlope Books into QuickBooks.  

Invoice Field Syncing:

QuickBooks Invoice:

Bill Field Syncing:

QuickBooks Bill: