Customers, line items, estimates, invoices and payments created or edited in FieldPulse will be automatically created or edited in QuickBooks. 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 of your existing QuickBooks data will be imported into your FieldPulse account.
What’s most important is that your sleep mode is disabled so the connection is constantly running. This will ensure a successful sync and eliminate your need for double entry.
We do have a one-way sync option available upon request. Please reach out to support@fieldpulse.com if you prefer a one-way connection. This sync will send customer, estimate, invoice, and payment data to QuickBooks Desktop from FieldPulse, but no data will sync from QuickBooks Desktop to FieldPulse.
Before syncing, please note:
FieldPulse integrates with QuickBooks Desktop 2021 and newer.
We integrate with the Windows version of QuickBooks Desktop and do not support QuickBooks Desktop for Mac or any other systems.
You must use a computer that has access to QuickBooks Desktop. You can not use a server that has QuickBooks Desktop installed.
The setup must be completed in single-user mode within QuickBooks Desktop.
We support Contractor, Pro, Premier, and Enterprise editions of QuickBooks Desktop.
You must disable sleep mode on your computer in order for the sync to run. (Note: If this is not disabled, the sync will not work.)
Settings > Within Window > System > Power and Sleep > Set to ‘Never.’
You must have a stable internet connection.
What will sync?
Customers
Only one level of sub customers (parent/child) will sync to FieldPulse.
Customer Messages
We will only sync the latest message.
This is equivalent to the Customer Note section in FieldPulse.
Archived/ Deleted Customers - Archived and deleted customers will sync in their current state. For example if a customer is archived/deleted in QuickBooks Desktop the customer will sync over to FieldPulse as archived/deleted.
Vendors
This can be a tax code
Suppliers
Classes
Tax Codes
Estimates
Invoices
FieldPulse pulls the same Invoice # sequence as QuickBooks
Line Items
Descriptions will sync
Timesheets
Timesheets can be synced if you use QuickBooks Time. FieldPulse clock-in and clock-out dates/times will sync as well as the timesheet duration. (Note: This is a one-way sync from FieldPulse Timesheets to QuickBooks Time.)
What won't sync?
Customer
If the customer name exceeds 31 characters the sync will fail.
Special characters such as $,&,#, @, +, {,},: all can cause syncing issues.
Classes
Subclasses are currently not supported and will not sync.
Tax Codes
Multiple tax codes
Estimates
Payments on Estimates. It essentially leaves a ‘credit’ on the customer record in QuickBooks. This will show as ‘undeposited funds’ but not associated with any invoice or estimate.
Invoices
If the invoice item name exceeds 31 characters the sync will fail.
Special characters such as $,&,#, @, +, {,},: all can cause syncing issues.
Line Items
Negative line items currently not supported. This is currently considered a ‘discount’ in QuickBooks Desktop.
Credit Memos currently not supported.
Special characters such as $,&,#, @, +, {,},: all can cause syncing issues.
Sales receipts not currently supported.
Payment Method
Additional payment methods outside of cash, check, credit card or ACH are not supported. (Ex. gift card).
QuickBooks Desktop User Permissions
For FieldPulse and QuickBooks Desktop to properly synchronize, the following role permissions need to be enabled for the user under whom the Quickbooks Web Connector will be running. To make these changes, navigate to Edit Role.
Area | Activities | Access Level | Permissions |
Centers | Customer Center | Partial | View, Create, Modify, Delete, View Balance |
Centers | Vender Center | Partial | View, Create, Modify, Delete, View Balance |
Customers & Receivables | Accounts Receivable Accounts | Partial | View |
Customers & Receivables | Assess Finance Charges | Full |
|
Customers & Receivables | Change Item Prices | Full |
|
Customers & Receivables | Credit Card Refunds | Full |
|
Customers & Receivables | Credit Memos | Partial | View, Create, Modify, Delete |
Customers & Receivables | Estimates | Partial | View, Create, Modify, Delete |
Customers & Receivables | Invoices | Partial | View, Create, Modify, Delete |
Customers & Receivables | Receive Payments | Full |
|
Customers & Receivables | Sales Orders | Partial | View, Create, Modify, Delete |
Customers & Receivables | Sales Receipts | Partial | View, Create, Modify, Delete |
Customers & Receivables | Statement Charges | Full |
|
Customers & Receivables | Statements | Full |
|
Customers & Receivables | Undeposited Funds Account | Partial | View |
Lists | All activities in this section | Partial | View, Create, Modify, Delete |
Vendors & Payables | Accounts Payable Accounts | Partial | View |
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.