Pre-Sync: QuickBooks Desktop
Updated over a week ago

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.


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).


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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