Yes, you can. To ensure your invoice and estimate numbers sync directly from QuickBooks Online (QBO) to FieldPulse, you need to disable Custom Transaction Numbers in your QBO settings.
How to Disable Custom Transaction Numbers in QBO
To set this up, you'll need to go into your QuickBooks Online account:
Log in to QuickBooks Online.
Navigate to your company's settings.
Find the option for Custom Transaction Numbers and make sure it is turned off.
When this setting is off, QuickBooks will automatically assign the next number in its sequence to new estimates and invoices. FieldPulse will then sync and use this same numbering.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.