> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync: QuickBooks Desktop

> Set up the QuickBooks Desktop connection step by step, from requesting access to turning on the integration.

<Note>
  ### Reminder:

  ## FieldPulse only integrates with QuickBooks Desktop 2024 and newer
</Note>

## 1. Request access to sync with QuickBooks

To connect to QuickBooks Desktop, request access by contacting us at [support@fieldpulse.com](mailto: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.

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9307828-sync-quickbooks-desktop/01.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=9d2e0c5b1331d5f66ded6563c7db82cd" alt="Sync setup step to enter company name and create a password" width="1182" height="626" data-path="static/images/_api/9307828-sync-quickbooks-desktop/01.png" />

## 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.

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9307828-sync-quickbooks-desktop/02.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=1de7849065a1c7d6d9a9ed3a74837bbb" alt="Sync type and date range selection for one-way or two-way sync" width="2868" height="1270" data-path="static/images/_api/9307828-sync-quickbooks-desktop/02.png" />

## 5. Download and start the QuickBooks Web Connector

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

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9307828-sync-quickbooks-desktop/03.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=390a64aa66cc08fc34f4bc964604921a" alt="QuickBooks Web Connector Add an Application dialog with the FieldPulse file" width="1130" height="738" data-path="static/images/_api/9307828-sync-quickbooks-desktop/03.png" />

## 6. Set the sync to auto-run every 1 minute

Press *Update Selected* after making these changes. The sync will now begin

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9307828-sync-quickbooks-desktop/04.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=944c13e3d0946786211f2e89a182830d" alt="Web Connector set to auto-run the sync every one minute" width="1198" height="808" data-path="static/images/_api/9307828-sync-quickbooks-desktop/04.png" />

**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](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*