FieldPulse offers a two-way integration with QuickBooks Online to automatically sync your customers, estimates, invoices, payment records, and invoice items between FieldPulse and QuickBooks to make end of year accounting easier. Leverage FieldPulse's integrated invoicing system and leave the accounting work to QuickBooks.
What is a Two-Way Sync?
Customers, line items, estimates, invoices and payments created or edited in FieldPulse will be automatically created or edited in Quickbooks. Also any customers, line items, estimates, invoices and payments created or edited in QuickBooks will be automatically created or edited in FieldPulse.
Once you've connected FieldPulse with your QuickBooks account all your existing Quickbooks data can automatically be imported into your FieldPulse account. Creating or editing customer, invoice and payment records in the office or on the job will automatically be reflected in QuickBooks and FieldPulse, so no more double entry.
Connecting FieldPulse to your QuickBooks Online account
1) Request access to sync with QuickBooks.
To connect to Quickbooks Online, you will first need to request access by contacting us at firstname.lastname@example.org, or live chat with us using the blue button in the bottom right corner. If If you'd like assistance with the sync, our Customer Success team is happy to walk you through the process! Available Monday- Friday 8:00am- 6:00pm CST. US Support Line: 469-382-5668.
Once you receive confirmation from FieldPulse that your Quickbooks is enabled, you are welcome to begin the sync.
[Estimated time: 5-10 minutes.]
2) Turn on the integration in 'Company Settings.'
Once FieldPulse 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) Select the time period and all the entities you would like to sync between FieldPulse and Quickbooks.
(note: In order to sync invoice then customers, line items and payments must also be selected and synced)
5) Next you will be prompted to select your default tax rate from a list of tax rates FieldPulse gets from Quickbooks.
6) Next you will select your default sales account (this refers to items you sell).
7) Next you will select your default purchase account (this refers to items you purchase).
8) Then you will be prompted to agree to the Quickbooks integration terms and conditions.
9) Finally you will reach this page, which shows that the syncing process has started and you should see these objects start to populate in your FieldPulse account.
(Note: If you have a large number of items coming over, please be patient with the sync. This can take some time. You can exit out of this page and operate as normal and check back on the status at any time.)
All options can be adjusted at any time on individual invoices and items. You can also adjust the default settings by going to Company Settings> Estimate & Invoices> Quickbooks.
Note: The order in which you sync your items on this page matters - you must sync your items in this order - Customers, Line Items, Invoices.
A synced customer will have a Quickbooks logo on the customer record.
If a customer needs to be manually synced you can do so by clicking 'Sync with Quickbooks' in the customer record.
Quotes & Invoices
A Quote & Invoice that has been synced will have the Quickbooks logo and say “Open in Quickbooks," which will take you directly to that invoice in Quickbooks when clicked.
For a quick overview of all your quotes and invoices, you can navigate to the 'Sales' tab on the left hand menu, select 'Quote or Invoice' then see the status on the left hand side of the screen.
To see the sync status of payments, navigate to the 'Sales' tab on the left hand menu, select 'Quote or Invoice' then select the 'Payments' tab.
If you need to sync a payment manually, click into the payment, then select 'Sync with Quickbooks.'
Our Customer Success team is here to help you with any and all questions regarding our Quickbooks integration. Please chat with us by clicking the blue chat in the bottom left hand corner of your screen or send us an email at email@example.com.
How can we reach you?
We’re available Monday-Friday 8:00am -6:00pm CST
US Customer Success Team Phone: 469-382-5668