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Sync Examples: QuickBooks Desktop

Updated over 2 weeks ago

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.

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