Bring your books over from QuickBooks
Customers, vendors and every invoice and bill still owed, brought into thruflow once and linked, so both sides agree from day one.
3 min readUpdated
When you connect QuickBooks for the first time, thruflow takes you to Bring your books over. It brings in what's already there, linked to where it lives in QuickBooks, so nothing is typed twice and nothing posts twice. Nothing on this page writes to QuickBooks.
- 1
Customers and vendors
Review and import links the ones that look like yours and adds the rest. Anyone with something owed in QuickBooks has to be here before their invoices or bills can come over.
- 2
Products and prices
Trading businesses can make a price list from the products and prices in QuickBooks, under Settings → Price lists.
- 3
Open invoices and bills
Everything still owed in QuickBooks, with its lines, dates and terms. What's already been paid there comes in as a payment on the day it was last paid. Untick anything you don't want, then Bring in.
- 4
Check the balances
Check now compares every customer's and vendor's balance with QuickBooks: the proof that everything came over.
You can come back any time: Settings → Integrations → Bring your books over. Admins can run it as well as Finance, and everything brought in is in the audit log.
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- QuickBooksConnect QuickBooks OnlineLink your QuickBooks company, then import customers, vendors and items so nothing is created twice.
- QuickBooksReconcile balances with QuickBooks or SAPEvery customer's and vendor's balance in thruflow against your accounting system, and every difference explained, with how to settle it.
- QuickBooksPayments recorded in QuickBooksPayments entered in QuickBooks come back into thruflow, matched to the right invoices, so balances agree.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.