> ## 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 Online Overview > How the FieldPulse QuickBooks Online integration works — what syncs in which direction, and the pre-sync, sync, and post-sync setup sequence. Who uses this: Admins connect and configure the integration; once it is on, the sync runs for the whole account. Availability: Requires the customer's own QuickBooks Online subscription (Essentials, Plus, or Advanced) and is available in the United States, Canada, and Australia. The QuickBooks Online integration keeps your [customers](https://www.fieldpulse.com/features/customer-management), estimates, [invoices](https://www.fieldpulse.com/features/estimates-and-invoices), and [payments](https://www.fieldpulse.com/features/fieldpulse-payments) in sync between [FieldPulse and QuickBooks Online](https://www.fieldpulse.com/company/partners/quickbooks), so you enter a [job](https://www.fieldpulse.com/features/job-management) once and your books stay current without re-keying anything. This page is the hub for the integration: it explains what syncs and points you to the setup sequence. ## Overview The QuickBooks Online integration connects your FieldPulse account to your QuickBooks Online company file. Once connected, records you create or edit in one system flow to the other automatically. The workflow breakdown it solves is the double entry that happens when the [field team](https://www.fieldpulse.com/features#field) closes work in one tool and the [office](https://www.fieldpulse.com/solutions/admin) re-types it into the accounting system — the gap where invoices go out late and the books fall behind. Most records sync **two ways** (FieldPulse ↔ QuickBooks Online). [Purchase orders](/inventory-materials/purchase-orders/managing) and timesheets are separate, opt-in syncs you request from support. ## How it works The table below shows what the QuickBooks Online integration syncs and in which direction. | **Records** | **Direction** | **Notes** | | --------------- | ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Customers | Two-way | Primary contact, service and billing addresses, and notes. Additional contacts, locations, custom fields, files, and tags do not sync. | | Line Items | Two-way | Name, description, SKU, unit cost/price, quantity, sales/purchase accounts, and tax status. | | Estimates | Two-way | Estimate synced regardless of status; FieldPulse statuses map to QuickBooks Online statuses. See [Setting Up QuickBooks Online Before Syncing](/integrations/accounting/quickbooks-online/pre-sync). | | Invoices | Two-way | Begins syncing once an invoice reaches Invoiced status. Deletes/archives sync across. | | Payments | Two-way | Payment method, total, and notes. Tips, refunds, and voids do not sync. | | Purchase Orders | One-way or two-way (opt-in) | Triggered on every PO create and update. See [How to Sync Purchase Orders With QuickBooks Online](/integrations/accounting/quickbooks-online/purchase-orders). | | Timesheets | One-way (FieldPulse → QuickBooks Online), opt-in | Triggered on clock-out, edit, or delete. See [How to Sync Timesheets With QuickBooks Online](/integrations/accounting/quickbooks-online/timesheets). | QuickBooks Online projects sync into FieldPulse as **related customers**. The FieldPulse QuickBooks Online sync follows standard accounting practice: a collected payment flows **Invoice → [Payment](https://www.fieldpulse.com/features/fieldpulse-payments) → Undeposited Funds** in QuickBooks Online. ## Before you begin You connect QuickBooks Online from **Company Settings > Features & Plugins**, but access is granted by request first. To start, contact the FieldPulse team through in-app chat or at [support@fieldpulse.com](mailto:support@fieldpulse.com) to request access. Before you connect, work through the preparation checklist so your data comes over clean — see [Setting Up QuickBooks Online Before Syncing](/integrations/accounting/quickbooks-online/pre-sync). Do not connect if your QuickBooks Online company is already synced with another field service management system. ## Related articles Set up the integration in this order: 1. [Setting Up QuickBooks Online Before Syncing](/integrations/accounting/quickbooks-online/pre-sync) — what syncs, plan requirements, and the settings to change first. 2. [How to Sync With QuickBooks Online](/integrations/accounting/quickbooks-online/sync) — request access and turn on the connection. 3. [How to Manage QuickBooks Online After Syncing](/integrations/accounting/quickbooks-online/post-sync) — sync settings, tax handling, and managing sync results. Then, as needed: * [How to Sync Purchase Orders With QuickBooks Online](/integrations/accounting/quickbooks-online/purchase-orders) * [How to Sync Timesheets With QuickBooks Online](/integrations/accounting/quickbooks-online/timesheets) * [Canadian Dual Tax Rate Details](/integrations/accounting/quickbooks-online/canadian-dual-tax) * [Troubleshooting QuickBooks Online Sync Errors](/integrations/accounting/quickbooks-online/sync-errors) * [QuickBooks Online Sync Examples and Details](/integrations/accounting/quickbooks-online/sync-examples) * [How to Enable Automatic Deposit Invoices in QuickBooks](/integrations/accounting/quickbooks/automatic-deposit-invoices) * [Setting Up Default Customer Name Preference for QuickBooks](/integrations/accounting/quickbooks/default-customer-name) ## Related topics - [QuickBooks Desktop Overview](/integrations/accounting/quickbooks-desktop/overview.md) - [QuickBooks Online](/integrations/accounting/quickbooks-online/index.md) - [How to Sync With QuickBooks Online](/integrations/accounting/quickbooks-online/sync.md) - [QuickBooks Online Sync Examples and Details](/integrations/accounting/quickbooks-online/sync-examples.md)