Float syncs approved and paid bills directly to QuickBooks Online (QBO) so you can maintain accurate, up-to-date records without manual entry.
Guide Overview
When are bills exported to QBO?
How are bills paid by Float Card exported to QBO?
How to verify that a bill was exported?
What gets exported to QBO?
When a bill is exported from Float to QBO, the following fields are synced:
- Vendor name
- Invoice number
- Due date
- Line items (description, amount)
- GL account (mapped from your Chart of Accounts)
- Custom Fields (QBO Classes, Customers & Projects, Locations)
- Tax code (if applicable)
- Payment status
When are bills exported to QBO?
Float exports bills to QBO automatically once they are approved and moved to the Unpaid tab on the Bill Pay page.
- Bills in the Draft and Approvals tabs will not sync
- When a bill payment has been completed and the status updates to "Payment Sent", the bill status in QBO will be updated to paid
- If a bill is marked as paid, the bill status will not update in QBO. You would need to manually update this in QBO
How are bills paid by Float Card exported to QBO?
Bills paid by Float Card export to QBO the same way as any other Bill Pay payment.
Important: Once a card transaction is matched to a Bill Pay payment, it can't be exported as a card transaction. It no longer appears on the Transaction Export page.
For more details on paying a bill by card, see: Paying a Bill with a Float Card
How to verify that a bill was exported?
To confirm a bill was exported:
- Navigate to Bill Pay > All Bills or Payments > Complete
- Scroll to the desired bill > In the "Sync" column, the QBO logo will be blue after it has synced
- Hover your mouse over the QBO logo in the Sync column to see the sync confirmation message "Synced to QBO"
For assistance configuring QBO for Float Bill Pay, see: Configuring QuickBooks Online (QBO) for Bill Pay.
Or contact support@floatfinancial.com for help.