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 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:
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Vendor name
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Invoice number
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Due date
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Line items (description, amount)
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GL account (mapped from your Chart of Accounts)
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Tax code (if applicable)
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Payment status
When are bills exported to QBO?
Float exports bills to QBO automatically once they are scheduled for payment and moved to the "Unpaid" section of the Bill Pay page.
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Bills in the "Draft" and "Approvals" sections will not sync
- If a bill is exported as a CSV, it will not sync with QBO
- When a bill payment has been completed, 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 to verify that a bill was exported?
To confirm a bill was exported:
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Navigate to the Bill Pay page > Go to either "Payments" or "All Bills"
- 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.