Estimates sync to QuickBooks regardless of their status. All estimates, including those that are rejected, lost, or still in draft, will sync over.
Estimate Status Mapping to QuickBooks
FieldPulse maps the different estimate statuses to corresponding statuses in QuickBooks:
FieldPulse Status: Draft, Estimate, Sent
QuickBooks Status: Pending
FieldPulse Status: Accepted, Scheduled, Ready, Completed
QuickBooks Status: Accepted
FieldPulse Status: Rejected
QuickBooks Status: Declined
FieldPulse Status: Lost
QuickBooks Status: Closed
Have additional questions?
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