Pre-Sync: QuickBooks Online
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 automatically imported into your FieldPulse account. (Note: QuickBooks Online integration is only available for customers in the United States, Canada, and Australia.)

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

  • Full Name

  • Company Name

  • Phone

  • Email

Notes

Service Address

Billing Address

  • Address Line 1

  • Address Line 2

  • City, State, Zip Code

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

Invoice Notes

Business Class

Related Payments

Payments

Payment Method

  • Cash

  • Check

  • Card

  • Bank Transfer

  • Other

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

Purchase Orders

Vendors

QB Receipts

Groupings

FieldPulse Jobs and Projects

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.)


Before syncing, 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. Talk to a member of our team first 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.

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