Managing your books between Thryv® & Quickbooks just got easier with this integration! 

Would you like to use Thryv for all your invoice and payment needs, but don't want to reenter all those transactions in Quickbooks? Then the QuickBooks Online App is the app for you!

This app will seamlessly move all invoices and payments made in Thryv over to QuickBooks Online. This app will also keep your contact list up to date in QuickBooks Online as you update current customers and create new customers in Thryv Business Center™

Article Content:

Before you Sync

Installation Guide

What to Expect from Sync

ThryvPay Tips and Fees

FAQs

Best Practices

Before you sync:

• Contacts must have an email to import from Thryv and from Quickbooks. 
  • If a contact in Thryv does not have an email > contact will not be created in QuickBooks Online
  • If a contact in QuickBooks Online does not have an email > contact will not be created in Thryv.
• If there is missing information in QuickBooks for the Last Name or Address fields, that field will have null in Thryv.
• Select a client to use as an example for Quickbooks Online. Navigate to that client card, and click the pencil icon under Contact Information to edit the information in that client's fields. Every field you are planning to map in Quickbooks Online must have information entered, or the data will not sync.
• Ensure that you have at least one Contact, Estimate, Invoice, and Payment populated in Quickbooks
• Review your contact fields in Thryv Business Center to ensure that each field you plan to sync exists in Thryv Business Center and whether it has been renamed. For a guide to editing your contact fields, Click Here

Example of ideal contact:

• Contact has First Name, Last Name, Phone, Email, and Address so all populated in the Thryv client record.

Example of a contact that is missing Information:

• This contact only had an Email so null was used for the Last Name or Address fields in the Thryv client record.

Installation Guide

To get started, navigate to the App Market and select Quickbooks Online

Then, click on Get This App

Grant permission to connect QuickBooks > Check the box saying that you agree to the Terms & Conditions. You will be given the option later to determine exactly which information syncs.

First, you will need to first connect an Quickbooks account. Click on the Add Account drop-down and select Add Account or select an existing one. 

Sign in with your Quickbooks Credentials

Once your account is added, choose a sync from the available options. Each sync is available as a one-time or ongoing sync. If your goal is to sync all information previous and going forward, you will need to complete both the one-time sync and ongoing sync separately.

Once your sync is selected, click on Save to activate. This process is identical for each type of sync.

What to Expect from the sync:

You have successfully connected your Thryv to Quickbooks Online. Now what?

Syncing Contacts

This will sync Contacts from Thryv to QuickBooks Online in real time, while the sync of Contacts from QuickBooks Online to Thryv will take place every 12 hours. The following fields will be pre-mapped: 

• First Name*
• Last Name*
• Email*
• Address
• Phone
• Company

*Indicates required field

Syncing Estimates

This will sync Estimates from Thryv to QuickBooks Online in real time, while the ongoing sync of Estimates from QuickBooks Online to Thryv will take place every 12 hours. One-time syncs occur right away. The following fields will be pre-mapped: 

• Estimate Number
• Estimate Date
• Due Date
• Estimate Status
• Notes
• Line Items
• Currency
• First Name
• Last Name
• Email
• Phone Number
• Address
• Company

Syncing Invoices

This will sync Invoices from Thryv to QuickBooks Online in real time, while the ongoing sync of Invoices from QuickBooks Online to Thryv will take place every 12 hours. One-time syncs occur right away. The following fields will be pre-mapped: 

• Invoice Number
• Invoice Date
• Due Date
• Notes
• Line Items
• Currency
• First Name
• Last Name
• Email
• Phone Number
• Address
• Company

Syncing Payments

This will sync Invoices from Thryv to QuickBooks Online in real time, while the ongoing sync of Invoices from QuickBooks Online to Thryv will take place every 12 hours. One-time syncs occur right away. The following fields will be pre-mapped: 

• Invoice Number
• Invoice Date
• Due Date
• Notes
• Line Items
• Currency
• First Name
• Last Name
• Email
• Phone Number
• Address
• Company
• Payment reference
• Payment Amount
• Transaction Date
• Payment Method

High Thryver Tip: Before you start making invoices in Thryv, check the last invoice number you have in QuickBooks Online, so you can set the Thryv Invoice to the next number, to keep everything in order. (Otherwise, Thryv will set the invoice. So if it is your 1st invoice in Thryv, the 1st invoice sent in Thryv and recorded in Quickbooks online will be 1.)

A New Invoice created in Thryv will trigger a new invoice to be created in Quickbooks Online: 

• The notes and product description on the Thryv invoices do not sync to the copy in QuickBooks Online
• The amount on the QuickBooks Online invoice copy does not break out the tax. It just syncs the total amount. 

A New Estimates created in Thryv will trigger a new estimate to be created in Quickbooks Online.  

• In QuickBooks Online, to see an estimate that syncs over from Thryv navigate to Invoicing > Customers > select the customer. The estimate will appear under their transaction list. 
• The notes and product description on the Thryv estimates do not sync to the copy in QuickBooks Online
• The amount on the QuickBooks Online estimate copy does not break out the tax. It just syncs the total amount.

• The status of the estimate, i.e. rejected or approved, will reflect in QuickBooks Online

New Payments made in Thryv will sync to QuickBooks Online associated with the invoice. If a payment in Thryv is not associated with an invoice, an invoice will be created in QuickBooks Online. QuickBooks does not support unassociated payments. If the payment is later associated with an invoice, in QuickBooks it will be merged in the appropriate invoice. Keep this in mind when processing payments to avoid confusion with invoice numbers.

Partial Payments made in Thryv will sync over to QuickBooks Online and show as partially paid:

A New Contact created in Thryv will also be created in QuickBooks Online:

• When a New Contact is created in Thryv, the display name in QuickBooks Online will display First Name | Last Name.
  • An exception to this rule are clients with the same name.
    • QuickBooks does not allow duplicate contacts with the same display name. So when a new contact is created and that display name is already taken, the phone number of the contact will be added to the display name, i.e. First Name | Last Name | Phone Number. This creates a unique display name so that QuickBooks will accept the New Contact.  
  • Example if you have two contacts will the same name:
    • New Contact #1  Annette Bennett  
    • New Contact # 2 Annette Bennett+9725554848

ThryvPay Tips and Fees

If you are collecting tips and/or convenience fees in ThryvPay, these will be included in the sync to Quickbooks. Some setup is required in order to accomplish this. 

Tips will be recorded in Quickbooks as gratuities. In order to sync tips/gratuities between ThryvPay and Quickbooks, they need to be enabled in both places. Click Here for a guide to enabling tips in ThryvPay. 

Click Here for Quickbooks' guide to enabling gratuities.

Convenience Fees/Surcharges will be recorded as a miscellaneous revenue item and are recorded as a separate line item on the income statement.

Best Practices: 

Recording a Payment NOT tied to an Invoice:

When Recording a Payment in Thryv, that is not tied to an invoice, do not issue an invoice while simultaneously submitting the payment. It will create 2 invoices in Quickbooks.

• If you check the box Issue an invoice for this payment, duplicate invoices will be created
• To avoid creating duplicate invoices, do not check Issue an invoice for this payment.

Special Characters

Invalid characters in your QuickBooks Online company name, or in the name of one of your list items (such as Customers, Vendors, Products and Services, or the Chart of Accounts), can lead to server errors, problems within the application and any integration. To avoid this issue, please utilize the below chart of approved characters for reference (Note: This list may change at any time. Should issues be encountered with an approved character, please contact Intuit for support).

Paid Bookings

If an appointment is scheduled in Thryv that requires payment, that payment request will not automatically sync to Quickbooks. There are 2 scenarios that will cause that charge to sync

• An Invoice is created for that charge, in which case the invoice will sync to Quickbooks
• The client makes a Payment for that booking, either when they book online or through the client portal. If the payment is made in Thryv without an invoice, then the payment will be created along with a corresponding invoice in Quickbooks according to the normal procedure for payments without an invoice.

Check your client information in QuickBooks Online before you sync:

Export your customer list from QuickBooks Online, so you will know what to expect from the App client sync:

In Excel, you can filter your fields.

Filter the Email Field > Uncheck Select All > Scroll to the bottom of List > Select blanks > This will list all your contacts that will not sync to Thryv, because they do not have an email.

From this export 64 of 175 contacts do not have an email and will not sync to Thryv from QuickBooks Online. This isn't a necessary step to sync your contacts, but it can help set up expectations for the sync. 

Once the sync is complete, go to Clients > Filter Clients > Recently Created to see all the clients that synced from QuickBook Online to Thryv.

Uninstall

To uninstall the QuickBooks Online app, navigate back to the app configuration screen.

At the bottom of the screen, click on the Uninstall button. Note that there is not a confirmation screen after clicking, only click the button if you are sure you would like to uninstall the app.

Frequently Asked Questions:

Is the sync between Thryv and QuickBooks Online 2 way? 

Yes! This is a 2-way sync!

Is an email required to sync contacts between Thryv and QuickBooks Online?

Yes. Contacts must have an email to sync between Thryv and QuickBooks Online. If no email is present, that contact will not be created in the other software.

• If a contact in Thryv does not have an email > contact will not be created in QuickBooks Online
• If a contact in QuickBooks Online does not have an email > contact will not be created in Thryv.

Which fields are required for a contact to sync?

First name, Last name, and Email are all required fields.

If I create an estimate in Thryv, will it be created in Quickbooks online?

Yes! The estimate in QuickBooks Online will also reflect the status, i.e. approved or rejected, just as the Thryv estimate does. 

If I create a draft estimate or invoice in Thryv, will it be created in Quickbooks online?

No. The item will only be created in Quickbooks Online after it has been sent to the client.

Do notes that I create on an estimate or invoice carry over to QuickBooks Online?

Yes, this field is included in the sync 

Do discounts applied in Thryv appear in Quickbooks Online?

In Thryv, a discount applies to the line item individually. In Quickbooks Online, it applies to the invoice total. For this reason, if a discount is applied in Thryv, it will be applied to the invoice total in Quickbooks Online, but it will not appear on the line item. In other words, the invoice totals will match, but in Quickbooks Online you will not see which individual item is receiving the discount.

Where should I update my client's information?

All contact updates should be entered into Thryv so that Thryv can push that information to QuickBooks Online. 

If I record a partial payment in Thryv, will that partial payment be recorded in QuickBooks Online?

Yes. It will show the recorded payment and show the balance remaining in QuickBooks Online. 

If I record a payment in Thryv that is not associated with an invoice in Thryv, how will it sync to QuickBooks Online?

QuickBooks Online will automatically create an invoice for the unassociated payment. QuickBooks does not support independent payments.

When I sync Thryv and QuickBooks Online, will my previous invoices and estimates in QuickBooks online move to Thryv?

Yes, if you perform the one-time sync for these items. If you are looking to include all information, both past and future, you will need to perform both syncs individually.

Is tax separated on invoices copied to QBO?

It is not separated. Only the totals for the invoices are copied over to QBO. To see the taxes for the invoice, they can export the invoices from Thryv. The taxes are separated out in their own column.

I don't see my taxes on my QuickBooks Online invoice.

In order to see the taxes on an invoice, you will need to download the full version of the invoice.

How quick is the sync from Thryv to Quickbooks online?

Clients, invoices, and estimates will sync from Thryv to QuickBooks online within a few minutes. Information coming from QuickBooks to Thryv via ongoing sync is every 12 hours. One-time syncs occur right away.

Does QuickBooks Enterprise sync with Thryv?

No, the QuickBooks Enterprise product is not compatible at this time.

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