1. Request access to sync with QuickBooks.
To connect to QuickBooks Desktop, request access by contacting us at support@fieldpulse.com, or use the chat feature in the bottom right corner of your screen. We will schedule a call with you to initiate the sync.
2. Turn on the integration in Company Settings.
Once FieldPulse has enabled you to connect to QuickBooks, go to Company Settings. Find the Features & Plugins tab and navigate until you find the QuickBooks Desktop tile.
3. Enter your company name and create a password.
FieldPulse will then download a file to your device.
4. Download and start the QuickBooks Web Connector.
Select Add an Application, then select the file downloaded from FieldPulse.
5. Set the sync to auto-run every 1 minute.
Press Update Selected after making these changes. The sync will now begin
Note: You must keep the connector on and open at all times for the sync to continue.
(Your device's sleep mode must be disabled so the connection is constantly running.)
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.