Advice and answers from the Fluid Financial Team

Why should I sync my QuickBooks with Fluid?
Syncing Fluid to your QuickBooks saves you time by eliminating the need to add invoices and customers manually. It also provides Fluid with as much information as possible to help you and your customers get the most out of net terms automation.

How do I sync my QuickBooks with Fluid?
Just click "Connect to QuickBooks" from the new sync menu at the top of your Fluid dashboard.

What data gets synced when I use the QuickBooks sync?
Fluid ingests the following data from your QuickBooks:

  • Customers

  • Invoices

  • Payments

  • Items

NOTE: Fluid does not write any data back to your QuickBooks.

What happens if I change something in Fluid while the sync is running?
If you make changes in Fluid while the sync is running, your changes may be overwritten. We recommend waiting until the sync completes before making changes in Fluid.

What happens to my customers that are organized as sub-customers in QuickBooks?
Your sub-customers are pulled into Fluid and will be immediately archived. Invoices associated with that sub-customer in Quickbooks will be associated with their parent customer in Fluid.

How often are records synced?
Generally, records are updated automatically - a couple minutes after changes are made in QuickBooks. If you don't see your record updated, you can force a sync by clicking "Initiate Sync" in the sync menu for a more immediate effect. We also sync nightly - in case we missed anything during the day.

Can I change synced records in Fluid?
Yes, you can change a synced record in Fluid, however, this record might be overwritten on the next sync. We recommend changing synced records in QuickBooks. Note that once you finance an invoice, future syncs don't apply changes to that invoice. 

What happens to my inactive customers in QuickBooks?
Inactive customers are synced into archived Fluid customer records. If you mark an inactive customer as active in QuickBooks, the archived customer will not be automatically unarchived. You will need to unarchive the customer in Fluid yourself. If you mark an active customer as inactive in QuickBooks, it will be archived in Fluid the next time the sync runs.