FieldPulse integrates with QuickBooks Online to automatically sync your invoices, payment records, customers, and invoice items from FieldPulse to QuickBooks to make end of year accounting easier. Leverage FieldPulse's integrated invoicing system and leave the accounting work to QuickBooks.
Once you've connected FieldPulse with your QuickBooks account, invoices that are marked as 'Invoiced' or have payments applied will be synced to your QuickBooks account along with the customer profile, invoice items, tax rate, and any payment records. Editing or updating the invoice or payments will automatically update in QuickBooks as well. When a record such as an invoice, customer, or payment is synced, there will be a green QuickBooks icon attached to the record to indicate it was synced.
Connecting FieldPulse to your QuickBooks Online account
1) Request access to sync with QuickBooks
To connect to Quickbooks Online, you will first need to contact your Customer Success Manager directly, email us at firstname.lastname@example.org, or live chat with us using the blue button in the bottom right corner to request access to connect. You will then be emailed the terms and conditions and all of our resources for having a successful sync. Once you have completed these steps for a successful sync and agreed to the terms and conditions, let us know and we can enable you to connect.
2) Turn on the integration in 'Company Settings'
Once your CSM has enabled you to connect to QuickBooks, go to the 'Company Settings' Tab. Find the 'Features & Plugins' tab and navigate until you find the Quickbooks Online tile. Click 'Connect to QuickBooks'.
3) Enter your login information for your QuickBooks Online account, click 'Sign In', then follow any on-screen instructions
4) To sync existing invoices, customers, and invoice items, click the buttons found on the 'Company Settings' QuickBooks tab
The order in which you sync your items matters - you must sync your items in this order - Customers, Line Items, Invoices.
5) Once you've successfully connected FieldPulse with QuickBooks Online, your new invoices will automatically sync to QuickBooks
Note: Invoices begin syncing to QuickBooks once they've reached the 'Invoiced' status to indicate that they are awaiting payment. The attached customer, invoice items, and tax rate will also be synced in FieldPulse.
Congratulations! You just synced FieldPulse to your QuickBooks Online account. If you need any help please email us at email@example.com or live chat with us using the blue button in the bottom right corner.