Requirements
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.
Settings>Within Window>System>Power and Sleep>Set to ‘Never.’
(Note: If this is not disabled, the sync will not work.)
You must have a stable internet connection or the connection will not work.
What Will Sync?
FieldPulse has a dual sync with QuickBooks Desktop. Our team will walk you through the integration after your initial sync. 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.
Successful 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 and times will sync as well as the timesheet duration. (Note: This is a one-way sync from FieldPulse Timesheets to QuickBooks Time.)
Unsuccessful 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. Will not sync.
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. Example: ‘gift card.’
Ready to Sync?
To sync with QuickBooks Desktop, request access by contacting us at support@fieldpulse.com, or use the chat feature in the bottom right corner of your screen.
Once on the call, one of our Success Specialists will walk you through the following process:
Share your screen and start the QuickBooks Web Connector.
Extract the downloaded zip file.
Enable the connection to FieldPulse.
Connect QuickBooks Web Connector to QuickBooks Desktop.
Finalize and enable the sync.
Reminder, you keep the connector on and open at all times for the sync to continue.
(Your sleep mode must be disabled so the connection is constantly running. This will ensure a successful sync and eliminate your need for double entry.)
Troubleshooting
Sometimes, you may also encounter a record that has not properly synced between FieldPulse and QuickBooks. To better understand what has not synced as well as why, navigate to Company Settings, then select Estimates & Invoices and QuickBooks.
To understand which records have not synced, select Statistic.
You can now view the date and time of your most recent sync, search amongst your records, as well as identify exactly which records have synced and why. Toggle between FieldPulse and QuickBooks on this page to view where the sync issue is located. Once you have identified which records failed to sync, click on the record details to navigate to that record to correct the errors and re-sync them.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.