How to Sync QuickBooks to CashFlow

The CashFlow Pro facilitates a seamless connection between your accounting software provider and your online banking experience. Once connected, the accounting software automatically syncs each time you log into CashFlow from your desktop experience.

1. From CashFlow, navigate to Pay Bills. Click Connect the top right of the page.
   You can also start the connection from CashFlow. Navigate to Settings. Then select Sync and Import.

2. Select your accounting software by clicking Connect next to the software icon and name to begin the syncing process.
   QuickBooks Desktop, Xero, and NetSuite synch is available for Pay Bills (acccounts payable), with Get Paid (accounts receivable) support in development.

3. A pop-up will describe the process. Select Continue to Connect.

4. Enter your accounting software credentials.

5. Search for and select your company from the company list.
   Ensure you select the correct company in this step. After a company has been linked for the accounting software sync, it cannot be changed.

6. Review the terms and conditions and privacy policy. Continue to follow the prompts until the process is complete.

CashFlow Central and your accounting software provider will now automatically mirror data changes across both systems to maintain data consistency. When payment methods require matching between systems, you will select the appropriate account from a list of available options. The system synchronizes open bills from the previous six months and associated vendor details. The system shares bill details and bill workflow data, vendor details, and payment details.