Total Applied Payments

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Hannah Briere

• March 27, 2025 22:52

We have not mapped GL accounts and connected our QBO>Flex integration to date.

I have a question whether the sync is bi-directional? Or just Flex to QBO?

If it is bi-directional, will the "Total Applied Payments" search field on the PO page pages populate the payment amount from QBO?

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• Official comment

  

  Flex Customer Success Team

  • April 08, 2025 20:55

  Hey Hannah,

  Thanks for reaching out!

  Our QuickBooks Online integration is bi-directional for Invoices. Once you’ve exported an invoice, you’ll see an option in the Financials menu to “Retrieve Payments from QuickBooks”—making it easy to keep everything in sync.

  With Purchase Orders, the workflow is a little different. You can export them to QuickBooks, but we don’t support retrieving outbound payments from QBO. Those payments would need to be managed directly within QuickBooks.

  I hope this clears things up, but feel free to reach out if you have more questions!

   

  Jacob - Training Specialist

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