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:
- Vendor name
- Invoice number
- Due date
- Line items (description, amount)
- GL account (mapped from your Chart of Accounts)
- 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 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.