Reminder:
FieldPulse only integrates with QuickBooks Desktop 2023 and newer.
Use this guide to preview how your records will transfer between FieldPulse and QuickBooks Desktop.
Customers
FieldPulse
QuickBooks
Tax Rate Items
Tax Rate Items in QuickBooks Desktop will sync to FieldPulse in a one-way manner, as a Line Item. Once a Tax Rate Item has been synced to FieldPulse, it cannot be edited on any Estimates and Invoices within FieldPulse.
Line Items
FieldPulse
QuickBooks
Estimates
FieldPulse
QuickBooks
Invoices
FieldPulse
QuickBooks
Payments
FieldPulse
QuickBooks
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.