During each sync of financial information, Qvinci copies the entire last two years + current year to date of financial reporting data. Therefore, if a change is made to last year, it will be reflected in Qvinci after the next sync takes place.
Qvinci only syncs financial reporting data. These are accounts typically found in P&L and Balance sheet reports.
However, the following does NOT transfer during a link and sync:
Qvinci does NOT sync fraud-sensitive data (customer transactions, individual vendor payments).
Qvinci does NOT sync:
- Credit card numbers
- Social security numbers
- Bank account numbers
- Employer Identification Numbers (EIN)
No Changes to Your Accounting Data
Qvinci syncs only one way, or simply copies your financial reporting data from your accounting software.
- The Chart of Accounts in the user's accounting software remains unchanged.
- Financial data in the user's accounting software remains unchanged.
QuickBooks Journal Entries
For accounts that have the Journal Entry Management feature enabled, users will find that Journal Entries can be created in Qvinci, authorized by the appropriate personnel, and then synced back into QuickBooks Desktop or QuickBooks Online files. By default, the Journal Entry Management feature is disabled on accounts until the Qvinci Administrator contacts Qvinci to request this feature be enabled.
For accounts that do not have the Journal Entry Management feature enabled, no changes are pushed back into QuickBooks financial data from Qvinci.
Qvinci Sync File ID
While we don't make changes, we do embed a small unique Qvinci file ID into the files for syncing purposes.
We're More Than Happy to Help
Schedule a call with Customer Success below, email us at firstname.lastname@example.org or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!