QuickBooks sync: exactly what crosses, and what does not

Trust in a sync comes from knowing its edges. This guide lists every record type the two-way QuickBooks sync carries, and names plainly what stays in WaterMark.

Where: Money -> QuickBooks

1. Crosses both ways: customers, invoices (with itemized lines), and payments.
2. Crosses to QuickBooks: refunds (as refund receipts or adjustments), credit memos and their applications, and payout reconciliation - deposits with matching payout and fee journal entries, so your bank feed matches to the penny.
3. Invoice totals always match exactly, tax included: the tax amount rides the invoice so QuickBooks and WaterMark can never disagree on what the customer was billed. WaterMark does not fill in QuickBooks' own tax-code entries - if you file sales tax from QuickBooks' tax module, apply your tax codes there.
4. A payment voided in QuickBooks is pulled back and reversed in WaterMark automatically, with a note naming the QuickBooks payment it reverses.
5. Does not cross, by design: quotes (they sync once they become invoices), photos and attachments, chemical and expense records, and time or payroll data.
6. Voiding an invoice in WaterMark does not void an already-pushed copy in QuickBooks - void it there too. Invoices that are void, refunded, disputed, or consolidated before ever syncing are deliberately never pushed.