Waiting for approval
First import from QuickBooks Online
Northline Mechanical · connected Oct 20, 9:14 AM
- 184 customers
- Mapped to existing customers
- 96 items
- Items, both ways
- Paid invoices
- Last 24 months, as history
Approve importReview first
Accounting · QuickBooks Online
LiveWorks with QuickBooks Online.
Customers, items, invoices and payments move between Thermal and QuickBooks Online in both directions. Thermal builds each invoice from the completed work order and keeps it matched to its QuickBooks Online record. QuickBooks Online only: QuickBooks Desktop is not supported.
What moves, and which way.
CustomersBoth waysExisting customers in your books map across.
ItemsBoth ways
InvoicesBoth waysBuilt from the completed work order and matched to its QuickBooks Online record.
PaymentsBoth waysPosted back when the invoice is paid.
Paid invoices can take a credit memo, and the memo stays matched to QuickBooks Online.
Connecting
Connect your QuickBooks Online company yourself from Settings, then approve the first import. After you approve, paid invoices from the last 24 months come in as history.
QuickBooks OnlineBoth waysSynced 3:12 PM
What stays in QuickBooks.
The connection links Thermal to the QuickBooks Online company you already run. It is not a migration and not a replacement.
- General ledger
- Journal entries and the ledger stay in QuickBooks.
- Chart of accounts
- Thermal does not create accounts or restructure your chart.
- Reconciliation
- Reconciliation stays in QuickBooks.
- Filings
- Thermal does not file anything.
Not part of this connection
Price book live syncKeeping the price book continuously in step with QuickBooks items is not available yet.On the roadmap
QuickBooks DesktopNot supported. Export from Thermal and post by hand.Not supported
Straight answers.
Does it work with QuickBooks Desktop?
No. QuickBooks Online only.
Is the sync one-way or two-way?
Two-way. Customers, items, invoices and payments sync both ways.
What happens to customers already in my books?
They map across, so you are not keying them in again.
What comes in when I connect?
After you approve the first import, paid invoices from the last 24 months come in as history.
What about Xero, Sage Intacct and Business Central?
They are not available yet. See Xero, Sage Intacct and Business Central for what is planned.
If I leave, can I take my data?
Yes. There is no penalty exit clause, and an owner can pull a full export from Settings at any time. See the exit terms.