QuickBooks Desktop vs QuickBooks Online Integration

NOTE  To learn everything about the QuickBooks Extension for Desktop, refer to the landing page for documentation links, configuration steps, videos, and walk-throughs that help you set it up.

The following table compares the features and functionality of the Autotask to QuickBooks Desktop Extension to the Autotask to QuickBooks Online Integration.

Item	QuickBooks Desktop	QuickBooks Online	Desktop Extension Comments	Online Integration Comments
Customers
Match Customers in QB			Via AT Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Name to QB Customer Name	Via Autotask Account Name to QuickBooks Display Name
QB Customers to AT Organization transfer			Via export-import	Via integration function
Invoices
Job Level Support		–	Using the tilde in Autotask
Automatically Create Customers in QB if organization cannot be matched
Map AT Billing Codes to QB Items			By Billing Code Name or Service/Service Bundle name	By Billing Code External Number or Billing Code Name
Automatically create items in QB that cannot be matched		Optional	Only under "Autotask Other" account	Controlled by Settings
Batch Invoice Transfer			Manual and automatic	Automatic - every 15 min
Individual Invoice Transfer
Autotask Invoice Template			Several items respected	Some items respected or configurable
Invoice numbering			From QuickBooks Only	From Autotask or QuickBooks
Write QB Invoice Number back to AT Invoice
Tax Calculations		See Comments	US Version - Autotask or QB	QBO Tax rate name must match Autotask tax name. QBO supports one tax per invoice line. The US version of QuickBooks Online now supports Automated Sales Tax Calculation. refer to Set up and use Automated Sales Tax.
Sub-Item support		–	Through special tilde "~" designation in AT
Class Support		Optional	Lines of business can be mapped to QuickBooks classes	Default class can be controlled by Settings
Support for Multi-currency		See Comments		Multi-currency is only supported for the Invoice Transfer app.
Populate Paid status back to AT			Date Paid
Expense Reports
Expense Transfer				Only reimbursable expenses are supported. The Autotask Expense Sync app for QuickBooks Online does NOT support non-reimbursable Expenses. Manually Importing Expenses into QBO is not possible. You have to manually enter them one expense at a time. Refer to Import Expenses to QuickBooks Online.
Purchase Orders
Purchase Order Transfer
Inventory
Inventory Sync		–	Via AT Product Name
Import Inventory from QB to AT		–	Through generic export-import
Payroll Summary
Payroll Transfer		–