How does the QuickBooks connection work — and what syncs?
Connect QuickBooks and Fynex reads in your customers, suppliers, invoices, payments, and bills to power your dashboard. It's a one-way read — Fynex doesn't write changes back into QuickBooks.
When you connect QuickBooks, Fynex reads in your accounting data — customers, suppliers, invoices, payments, and bills — and uses it to power your dashboard and insights. It’s a one-way read: Fynex brings information in from QuickBooks but doesn’t write changes back into it, so connecting is safe and won’t alter your books.
What syncs in
- Customers and suppliers (vendors)
- Invoices and the payments against them
- Bills you owe
What it powers
This data lets Fynex show a fuller picture — what you’re owed, what you owe, and where money is moving — and helps reconcile it against the payments Fynex processes directly. Because it’s read-only, QuickBooks stays your system of record; Fynex reads from it.
Connecting
Connect QuickBooks from your integrations settings and authorise the connection. Once linked, your data syncs in and refreshes. To connect your bank feeds too, see How do I connect my bank accounts?