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 automatically imported into your FieldPulse account. (Note: QuickBooks Online integration is only available for customers in the United States, Canada, and Australia.)
Which QuickBooks Online plans sync with FieldPulse?
QuickBooks Online Essentials, Plus, and Advanced plans will sync successfully. We recommend using Plus or Advanced, as the Essentials plan does not allow for inventory tracking. Those using the Essentials plan will only be able to use Service and Product Non-Inventory line items in FieldPulse.
How long will the sync take?
Data Amount | Timeframe |
0-5,000 | 24-48 hours |
5,000-10,000 | 48-72 hours |
10,000-20,000 | 1 week |
20,000-50,000 | 2 weeks |
What will sync?
Customers | Primary Contact
Notes | Service Address Billing Address
|
Line Items | Item Name Description SKU/Item # Unit Cost/Price | Quantities Related Sales/Purchase Accounts Total Inventory Tax/Non Tax |
Estimates | Estimate Date Expiration Date Line Items | Estimate Notes Business Class |
Invoices | Invoice Date Expiration Date Line Items Internal Notes | Invoice Notes Business Class Related Payments message on statement |
Payments | Payment Method
| Payment Total Payment Notes |
What won't sync?
Customers | Additional Contacts Additional Locations Custom Fields Tags Files |
Line Items | Tags UPC Barcode Links Suppliers |
Invoicing | Groupings Custom Fields Contracts *Surcharges become unavailable after integrating with QuickBooks |
Payments | Journal Entries Refunds Voiding Payments |
Other | Vendors QB Receipts Groupings FieldPulse Jobs and Projects |
Purchase orders can be synced. The sync will push newly created and updated purchase orders between FieldPulse and QuickBooks Online. Click here to learn more about our purchase order sync. Reach out to us via support@fieldpulse.com or use the chat in the bottom right corner if you want to enable this sync.
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.) Reach out to us via support@fieldpulse.com or use the chat in the bottom right corner if you want to enable this sync.
QuickBooks Online projects sync to FieldPulse as related customers.
If you joined FieldPulse before 7/16/2024 and would like to disable the sync of QuickBooks Online projects to FieldPulse, reach out to us via support@fieldpulse.com or use the chat in the bottom right corner. (Note: If the project sync is disabled, the estimates or invoices within that project will also not sync.)
If you joined FieldPulse after 7/16/24, the QuickBooks Online project sync is disabled in your account. Reach out to us via support@fieldpulse.com or use the chat in the bottom right corner if you want to enable this sync.
Before Syncing
Be sure to turn off the QuickBooks Online Automatically apply bill payments setting. To do so:
Click on the Gear Icon.
Choose Accounts and Settings.
Select Advanced and click the Automation section.
Disable Automatically apply bill payments.
Click Save and Done.
Please Note
Custom Transaction numbers
If turned on in QuickBooks, invoice numbers will follow the FieldPulse numbering sequence.
If turned off, invoice numbers will follow whatever numbering is setup in QuickBooks.
FieldPulse does not display the QuickBooks “Display Name” when viewing customers from the “Customers” tab. FieldPulse only uses information entered in first name, last name, and company name for displaying the customer name.
FieldPulse uses QuickBooks “Shipping Address” as our service address. If only “Billing Address” is filled in in QuickBooks, no address will display on the customer record in FieldPulse.
Enable Discounts in your QuickBooks account in order to use discounts on FieldPulse estimates and invoices.
Do not sync if...
You have been using QuickBooks and FieldPulse simultaneously and duplicating efforts (creating estimates/invoices in QuickBooks and FieldPulse prior to syncing).
You are using projects in QuickBooks. Contact us to learn more.
You do not have a quantity and price in QuickBooks for every line item - the line item will come over as $0 in FieldPulse.
You do not have Tax Rate set up in QuickBooks, as FieldPulse pulls tax rates from QuickBooks.
Your customer records do not have either a first name, last name, or company name entered in QuickBooks. This will result in customers appearing blank in FieldPulse.
If any of these apply to you, please reach out to support@fieldpulse.com for assistance.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.