On 10/27/25, Thryv made critical updates to its integration with QuickBooks online. In order to take advantage of new features to notice better performance, more accurate syncing, and fewer issues with duplicate or mismatched records. These updates improve how data is cached and retrieved, giving your clients cleaner financial records, better handling of deposits and refunds, and more reliable syncing overall.

What Has Changed?

Key Functional Updates

• Standalone Sales Receipts

  If you’re using the updated Cart in Thryv Business Center and have the Sales Receipt flow enabled, standalone transactions (payments not tied to an invoice) will now sync directly to QuickBooks. This ensures every payment is tracked, even those that don’t have a matching invoice.

• Deposits on Estimates

  When a client accepts an estimate that includes a deposit, Thryv now syncs that deposit more intelligently to QuickBooks. Here’s what happens:

  • When the estimate is accepted, the deposit syncs to QuickBooks as a Sales Receipt (if the Payment flow is enabled).
  • When the invoice is later created, the deposit automatically appears as a negative line item, applying it correctly toward the total balance. 
  • This process keeps payments accurate and prevents duplicate or over-applied amounts.

Timing for Deposits Are Processed

The timing between when you take the deposit and when you create the invoice determines how the integration syncs those transactions.

If the invoice is created within one hour of taking the deposit, Thryv treats both as part of a single transaction. If more than an hour passes between the deposit and the invoice, Thryv syncs them separately.

Deposit are synced as a Sales Receipt, and the Invoice includes negative deposit line.

Refunds

When you issue a refund in Thryv, it now syncs to QuickBooks as a Refund Receipt, not a voided transaction like before. This makes your refund history clearer , keeps your records accurate, and ensures better visibility in your financial reports.

Why These Changes Matter

These updates give you and your clients:

• Better performance and faster syncing
• Cleaner, more accurate records
• Smarter handling of deposits and refunds
• Clearer insight into financial activity in both Thryv and QuickBooks

How To Update

To update to the latest version, first navigate to the QuickBooks app in your App Market

There are two syncs in QuickBooks that need to be updated: QuickBooks Payments: Ongoing Sync and QuickBooks Sales Receipt: Ongoing Sync. 

QuickBooks Payments: Ongoing Sync

Click the tri-dots on the sync, then click on edit.

Click on the Refunded From drop-down and select an account that refunds will be issued from in QuickBooks.

On the next screen, click on Update to confirm.

QuickBooks Sales Receipt: Ongoing Sync. 

This sync was not available on the previous version, it is new in your account. By default, this sync will be set to Off. Click on the toggle to enable this sync. 

Note: This sync will automatically generate a sales receipt in QuickBooks for payments taken through the Checkout flow. It will not affect payments of any other kind. If you are not using the checkout flow, this sync is not necessary and will have no effect.