If you want to keep using both Adam and QuickBooks in real-time, the “Maintain Sync” option is the best fit. It allows Adam to stay continuously updated with your QuickBooks records.
Note: This syncing option must be selected during the initial setup after signing up with QuickBooks.
Steps to Sync Your Data
Sign Up via QuickBooks
Follow the instructions in the previous section to sign up on Adam using your QuickBooks login.Choose the “Maintain Sync” Option
During the setup process, when prompted, select the “Maintain Sync” option to activate the sync process.
How Syncing Works
When you choose the “Maintain Sync” option:
Adam will pull in all historical records from QuickBooks up to the day before your connection date.
Syncing then continues daily, ensuring both platforms stay aligned.
Initial Sync (Day of Connection)
Once you connect:
Adam automatically imports your Trial Balance from QuickBooks.
This includes data from inception to two days before the connection date.
The records come in as opening balances on the manual journal table on Adam.
Remaining records come in as single journal entries
Example:
If you connect on April 15, 2025:
Adam will pull records up to April 13, 2025, and post them as opening balances.
Entries recorded on April 14, 2025, will appear in Adam as journal entries on the day of connection, April 15, 2025.
Ongoing Sync (After Setup)
After the initial sync:
Adam syncs your QuickBooks data daily at midnight.
The records appear on the journal table.
Example:
Records dated April 15, 2025, appear in Adam on April 16, 2025.
Records dated April 16, 2025, appear in Adam on April 17, 2025.
Important: The original transaction date remains the same in Adam. The sync just determines when the record becomes visible.
What Data is synced from QuickBooks?
Adam pulls in a structured set of data from QuickBooks and continues to update it as you make changes. This includes:
Data Type | What It Includes |
Chart of Accounts | Full account structure |
Customers & Vendors | All existing contact records |
Trial Balance | For historical context |
Transactions | Any transaction type, for example, invoices, expenses, etc, which come in as journal entries |
Business Profile | Company info, currency, etc. |
This data populates the following sections in Adam:
Manual Journal Table
Bank Transactions Table
Chart of Accounts Table
Contacts Table
Settings for business profile
⚠️ Note: QuickBooks-originated transactions are locked for editing inside Adam to ensure data consistency. To make changes, update them in QuickBooks, and they will automatically sync into Adam.