The following table shows the data that is shared with Order Time when it syncs with your accounting system. Entities are synced directionally, meaning that changes can be made in either program. Transactions, other than payments, are one-way. This means transactions entered into your accounting system WILL NOT sync with Order Time. During the initial sync, you may import open purchase orders and if applicable open sales orders.
| Feature | QuickBooks Desktop | QuickBooks Online | Xero |
|---|---|---|---|
| Entities (Bidirectional) | |||
| Company Info | Yes | Yes | Yes |
| Terms | Yes | Yes | Yes |
| Tax Codes | Yes | Yes | Yes |
| Payment Methods | Yes | Yes | N/A |
| Ship Methods | Yes | N/A | N/A |
| Class | Yes | Yes | Yes |
| Currency | Yes | No | Yes |
| Vendor Type | Yes | N/A | Yes 3 |
| Vendors | Yes | Yes | Yes 2 |
| Account | Yes | Yes | Yes |
| Non-Inventory items (including Service and Other Charge) | Yes | Yes | Yes |
| Inventory items (including Assembly Items) | Optional | Optional | Optional |
| Discounts | Yes | N/A | N/A |
| Group Items | No | N/A | N/A |
| Prices Levels | Yes | N/A | N/A |
| Employee | Yes | Yes | Yes |
| Sales Reps | Yes | N/A | N/A |
| Customers | Yes | Yes | Yes 2 |
| Customer Type | Yes | No | Yes 3 |
| Location | No | No | N/A |
| Unit of Measure | No | No | N/A |
| Transactions (From Order Time) | |||
| Bills | Yes | Yes | Yes |
| Purchase Orders | No | No | No |
| Vendor Returns | Yes | Yes | Yes |
| Sales Orders | No | N/A | N/A |
| Invoice | Yes | Yes | Yes |
| Customer Credit | Yes | Yes | Yes |
| Payments 1 | Yes | Yes | Yes |
| Refunds | Yes | Yes | Yes |
| Adjustments | Optional | Optional | Optional |
| Work Orders | Optional | Optional | Optional |
| Value Adjustments | Optional | Optional | Optional |
The items marked Optional above depend on whether you sync inventory items with your accounting system. See setting.
There is a two way sync for Entities but transactions are synchronized from Order Time to accounting but not visa versa. (e.g., Changes you make in accounting to a customer Will BE updated in Order Time. An invoice created in accounting WILL NOT come over to Order Time.)
1. QuickBooks payments are bi-directional to the extent that they relate to an Order Time Ship Doc or Customer Return.
2. Customers and Vendors are collectively Contacts in Xero
3. Customer and Vendor Types are combined in Xero.
