> ## 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. # QuickBooks Desktop Sync Examples and Details > Preview how records map between FieldPulse and QuickBooks Desktop — sync direction by record type, field mapping, and tax rate item behavior. > **Who uses this:** Anyone confirming how a record will transfer before or after connecting; the sync runs on its own once an admin configures it. **Availability:** Requires QuickBooks Desktop + the sync connector. This page shows how records map between [FieldPulse and QuickBooks Desktop](https://www.fieldpulse.com/company/partners/quickbooks) — which direction each record type moves and which fields land where — so you can preview a transfer before it happens. FieldPulse integrates with **QuickBooks Desktop 2024 and newer**. ## Overview Most records in the QuickBooks Desktop sync move both ways, but several move one way only, and a few behave differently once they arrive. Use the tables below as a reference map: sync direction by record type first, then the field-level mapping for customers and addresses, then the specific behavior of tax rate items. For records that fail to transfer, see [Troubleshooting QuickBooks Desktop Sync Errors](/integrations/accounting/quickbooks-desktop/sync-errors). ## Sync direction by record type | **Record** | **Direction** | **Notes** | | ----------------- | ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | Customers | Two-way | Up to three levels of sub-customers; only the latest customer message syncs. | | Ship To addresses | Two-way | Sync as **Locations** in FieldPulse; matched by address, not name. | | Bill To address | Two-way | Syncs exactly as it appears in QuickBooks Desktop, including the customer name. | | Classes | Two-way | On estimates and invoices only, not line items. | | Tax codes | Two-way | Multiple tax codes and custom fields don't sync. | | Estimates | One-way or two-way | You choose the direction for estimates and invoices during setup. | | Invoices | One-way or two-way | FieldPulse pulls the same invoice # sequence as QuickBooks. | | Line items | Two-way | | | Purchase orders | One-way, FieldPulse → QBD | See [How to Sync Purchase Orders With QuickBooks Desktop](/integrations/accounting/quickbooks-desktop/purchase-orders). | | Timesheets | One-way, FieldPulse → QuickBooks Time | Requires QuickBooks Time. | | Credit memos | One-way, QBD → FieldPulse | Arrive as general payments in FieldPulse. | | Tax rate items | One-way, QBD → FieldPulse | Arrive as a line item; can't be edited in FieldPulse afterward. | ## Example: customer and address mapping When a customer syncs from QuickBooks Desktop, the address fields map to a FieldPulse **Location** like this: | **QuickBooks Desktop** | **FieldPulse** | | --------------------------------- | --------------- | | Address Name | Location Name | | Address, City, State, County, Zip | Mapped directly | | Note | Location notes | FieldPulse: FieldPulse customer record showing the synced address and its Main Location entry QuickBooks Desktop: QuickBooks Desktop Edit Customer window with Invoice/Bill To and Ship To address details When QuickBooks Desktop's default **Ship To** address changes, FieldPulse updates the matching location as the new **main location**. Matching is based on **address**, not name — if no matching location exists, FieldPulse creates a new one. The **Bill To** address syncs across exactly as entered in QuickBooks Desktop, including the customer name. ## Example: tax rate items Tax rate items in QuickBooks Desktop sync to FieldPulse one way, arriving as a **line item**. Once a tax rate item has synced into FieldPulse, it cannot be edited on any [estimate or invoice within FieldPulse](https://www.fieldpulse.com/features/estimates-and-invoices) — you make changes on the QuickBooks Desktop side. FieldPulse invoice with a QBD Tax Rate Item arriving as a Sales Tax line item ## Example: Line Items FieldPulse: FieldPulse Edit Item panel for Downpipe Clip with unit cost, unit price and description QuickBooks Desktop: QuickBooks Desktop Edit Item window for the Downpipe Clip inventory part ## Example: Estimates FieldPulse: FieldPulse Estimate #5 record with line items, totals and Accepted status QuickBooks Desktop: QuickBooks Desktop Estimate window with the same three line items and 4.89 total ## Example: Invoices FieldPulse: FieldPulse Invoice #12 marked Paid with line items and amount paid QuickBooks Desktop: QuickBooks Desktop Invoice form stamped PAID with the synced line items ## Example: Payments FieldPulse: FieldPulse Payments tab listing two cash payments recorded against invoice 12 QuickBooks Desktop: QuickBooks Desktop Customer Payment window applying a cash payment to invoice 12 ## Notes & limitations * **Direction can differ from the general rule.** [Purchase orders](/inventory-materials/purchase-orders/managing), timesheets, credit memos, and tax rate items are one-way; check the direction table above before assuming an edit will flow back. * **Tax rate items are read-only in FieldPulse** after syncing — edit them in QuickBooks Desktop. * **Credit memos arrive as general payments,** and FieldPulse can't distinguish a credit from a direct payment; that distinction is only visible in QuickBooks Desktop. * **Character limits and special characters block transfers.** Names over 31 characters and special characters (\$, &, #, @, +, \{, }, :) are the most common reasons a record won't map. See the full list in [Setting Up QuickBooks Desktop Before Syncing](/integrations/accounting/quickbooks-desktop/pre-sync). ## Related articles * [Setting Up QuickBooks Desktop Before Syncing](/integrations/accounting/quickbooks-desktop/pre-sync) — the full what-will-and-won't-sync list * [Troubleshooting QuickBooks Desktop Sync Errors](/integrations/accounting/quickbooks-desktop/sync-errors) * [How to Sync Purchase Orders With QuickBooks Desktop](/integrations/accounting/quickbooks-desktop/purchase-orders) * [QuickBooks Desktop Overview](/integrations/accounting/quickbooks-desktop/overview) ## Related topics - [QuickBooks Desktop Overview](/integrations/accounting/quickbooks-desktop/overview.md) - [QuickBooks Desktop](/integrations/accounting/quickbooks-desktop/index.md) - [How to Sync Purchase Orders With QuickBooks Desktop](/integrations/accounting/quickbooks-desktop/purchase-orders.md) - [Setting Up QuickBooks Desktop Before Syncing](/integrations/accounting/quickbooks-desktop/pre-sync.md)