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QuickBooks Integration - Synced Fields

Below are all of the fields for each entity that sync to QuickBooks from Silo. This means that they will be updated when corresponding data is entered or edited in Silo, and any values entered only in QuickBooks will be overwritten.

Customers

  • Customer name
  • Company name
  • Customer status (active/inactive)

Invoices & Credits

  • Customer
  • Date
  • Invoice number
  • Customer PO number (if you've configured this as a custom field in QuickBooks)
  • Item, quantity, description (unit type, label, country of origin), rate, amount
  • Memo

Customer Payments

  • Customer
  • Payment amount
  • Date
  • Applied invoices
  • Memo

Inventory Items

  • Product name

Vendors

  • Vendor name
  • Company name
  • Vendor status (active/inactive)

Purchase Orders & Returns

  • Vendor name
  • Date
  • Vendor invoice number
  • Amount
  • Item, description, quantity, cost, amount
  • Memo (populated with the PO # from Silo)

Bill Payments

  • Bank account
  • Check number (if applicable)
  • Vendor name
  • Applied expenses

 

Note: Some transactions are not included in the integration and need to be entered in QuickBooks manually. These include:

  • Inventory waste
  • Bounced checks
  • Manual journal entries