The sync between Payzerware and QuickBooks Online works similarly to the sync with QuickBooks Desktop. Customers, invoices, payments, and other records sync the same way you're used to in QuickBooks Desktop. However, there are a few important differences to keep in mind before making the switch:
Key Differences:
Automatic Syncs:
QuickBooks Online syncs automatically every 10 minutes (e.g., 10:00 AM, 10:10 AM, 10:20 AM). There’s no option to manually sync, pause syncing, or use a sync management tool.Subcustomer Limitation:
If you currently use subcustomers in QuickBooks Desktop, note that Payzerware will only sync data to the Parent Customer level in QuickBooks Online.Data Coverage:
Intuit will transfer all data from your QuickBooks Desktop file to your Online account. However, Payzerware can only sync transactions from the current calendar year. Be sure to review and resolve any existing sync errors in your Desktop file before migrating.
How to Change Your QuickBooks Type in Payzerware:
If you need to switch from QuickBooks Desktop to QuickBooks Online, follow these steps:
In Payzerware, navigate to More Applications > Data Center.
Once the Data Center opens, select “Change My QuickBooks Sync.”
Follow the prompts provided. This process will guide you through scheduling a migration meeting with our Data Team to ensure a smooth transition.
If you need additional help with migrating your QuickBooks Desktop file to QuickBooks Online, you can also reach out to Intuit directly or visit their support site for detailed guidance.