AdvanceCM now integrates seamlessly with QuickBooks, making it easy to manage your financials while keeping property operations streamlined. With this integration, you can automatically sync invoices, payments, and expenses between the two platforms.
🔑 Key Benefits
Automated Sync: Invoices and payments created in AdvanceCM can be pushed directly to QuickBooks.
Expense Tracking: Manage property-related expenses in AdvanceCM and sync them to QuickBooks for accurate financial reporting.
Accurate Reporting: No need for manual data entry — ensure all financial data is consistent across both systems.
Save Time: Reduce repetitive work and focus more on guest experience and property management.
⚙️ How to Connect QuickBooks with AdvanceCM
Open the AdvanceCM Web Application
Navigate to Integrations from the top menu.
Select QuickBooks.
Click on Connect button and log in using your QuickBooks credentials.
Grant the necessary permissions for AdvanceCM to sync data to Quickbooks.
Quickbooks Configuration
Click the Configure button to open the QuickBooks Configuration screen.
Which modules are synced from AdvanceCM to Quickbooks?
Guests:
Sync guest information from AdvanceCM directly into QuickBooks.
In Quickbooks, this information is synced inside Customers module.
Invoices:
Sync created invoices from AdvanceCM into QuickBooks transactions. All statuses are synced to Quickbooks.
In Quickbooks, this information is synced inside Sales -> Invoices Module.
Expenses:
Sync created Charges from AdvanceCM into QuickBooks transactions. Only paid statuses are synced to Quickbooks.
In Quickbooks, this information is synced inside Expense -> Expenses transactions
Charges:
Sync created Charges from AdvanceCM into QuickBooks transactions.
In QuickBooks, this is under Sales → Sales transactions
Extras:
Sync created Extras from AdvanceCM into QuickBooks transactions. Only paid statuses are synced.
In Quickbooks, this information is synced to Sales -> Sales transactions
How to control data sync from AdvanceCM to QuickBooks?
You can enable or disable different toggles. By default, all are enabled except the Delete toggle for Guests, which is not supported. Guest information cannot be deleted from QuickBooks if it is deleted from AdvanceCM.
Quick Actions & Recent Activity
You can perform manual sync using Quick Actions section as mentioned in below screenshot. Similarly you can view all the actions performed regarding sync from AdvanceCM to QuickBooks end.
Module wise Quickbooks Settings
Guests
When syncing guest information from AdvanceCM to QuickBooks, there may be cases where a guest with the same name already exists in QuickBooks. To manage this, AdvanceCM provides a dropdown option called “When a customer already exists”.
Options Available
Override Existing Guest Information
If selected, AdvanceCM will update the existing guest record in QuickBooks with the latest information from AdvanceCM.
Save as a New Guest
If selected, AdvanceCM will create a new guest record in QuickBooks.
To avoid conflicts, the new guest record includes the AdvanceCM Guest ID in the name, formatted as:
Guest Name <AdvanceCM Guest ID>This ensures the new guest is added without overwriting the existing QuickBooks record.
Invoices
When syncing invoices information from AdvanceCM to QuickBooks,then Deposit Account must be selected. This Deposit Account gets data from QuickBooks' Invoices module.
The “Deposit Account” for Invoices must be one of the following Account Types in QuickbBooks to sync data correctly from AdvanceCM to QuickBooks:
Bank
Other Current Asset
Expenses
When syncing Expenses information from AdvanceCM to QuickBooks, multiple options must be selected to ensure correct data sync from AdvanceCM to QuickBooks.
The “Line Category Account” of the Expenses must be one of the following Account Types:
Expense
Other Expense
Other Income
Other Current Liabilities
Other Current Asset
Other Asset
Long Term Liabilities
Income
Fixed Asset
Equity
Credit Card
Cost of Goods Sold
Bank
The “Payment Account” of the Expenses must be one of the following Account Types:
Bank
Other Current Asset
Credit Card
The “Check Payment Account” of the Expenses must be of the following Account Type:
Bank
Extras
When syncing Extras information from AdvanceCM to QuickBooks,then Deposit Account must be selected. This Deposit Account comes from QuickBooks' Invoices module.
The “Deposit Account” for Extras must be one of the following Account Types:
Bank
Other Current Asset
Charges
When syncing Charges information from AdvanceCM to QuickBooks, a Deposit Account must be selected. This account comes from QuickBooks' Invoices module.
The “Deposit Account” for Charges must be one of the following Account Types:
Bank
Other Current Asset
How to disconnect integration?
Click the Disconnect button as shown below to disconnect your QuickBooks connection from AdvanceCM.
You can also disconnect from the QuickBooks Configuration screen.
