Sync: QuickBooks Desktop

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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.

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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.

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3. Enter your company name and create a password

FieldPulse will then download a file to your device.

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4. Selecting Sync Type and Date Range

Opt between one-way sync (FieldPulse to QuickBooks) or two-way sync for estimates and invoices. Set a specific date or period for data exchange.

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5. Download and start the QuickBooks Web Connector

Select Add an Application, then select the file downloaded from FieldPulse.

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6. 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.)

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Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.