The QuickBooks Online integration with Re-Leased automates the transfer of financial data between both platforms, keeping records consistent and up to date. This article explains what is managed exclusively in QuickBooks, what can be managed in both systems, and how data flows between them.
Data Managed Exclusively in QuickBooks Online
The following items are managed only in QuickBooks Online after integration is set up. They sync into Re-Leased but cannot be edited there:
Tax — all tax management is handled in QuickBooks Online.
Accounts — financial accounts are managed exclusively in QuickBooks Online.
Classes (Tracking Field) — used for property tracking; managed in QuickBooks Online only.
Data Managed in Both Platforms
The following items can be created or updated in either Re-Leased or QuickBooks Online, with changes syncing between both:
Contacts — can be created and updated in Re-Leased; archiving is only available in QuickBooks Online.
Invoices — both income invoices and bills are manageable on both platforms.
Credit Notes — credit memos and vendor credits can be created and managed in both systems.
Invoice & Credit Note Attachments — attachments are maintained across both platforms.
Payments — can be made in either platform; reversing is only available in QuickBooks Online.
Sync Directions
Automated Sales Tax — one-way from QuickBooks Online to Re-Leased.
Accounts — one-way from QuickBooks Online to Re-Leased.
Classes — one-way from QuickBooks Online to Re-Leased.
Contacts — two-way (create and update); archiving is only from QuickBooks Online.
Credit Memos and Vendor Credits — two-way. Only Approved or Awaiting Approval invoices sync; voiding is mirrored on both platforms.
Payments — two-way.
Important Notes
The integration creates a strict one-to-one connection between a Re-Leased company and a QuickBooks Online company. Re-connecting to a different QuickBooks company is not possible once integrated.
Income transactions processed directly from the bank statement in QuickBooks Online do not sync with Re-Leased.