Estimates sync to QuickBooks regardless of their status. All estimates, including those that are rejected, lost, or still in draft, will sync over.

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Estimate Status Mapping to QuickBooks

FieldPulse maps the different estimate statuses to corresponding statuses in QuickBooks:

• FieldPulse Status: Draft, Estimate, Sent
  • QuickBooks Status: Pending
• FieldPulse Status: Accepted, Scheduled, Ready, Completed
  • QuickBooks Status: Accepted
• FieldPulse Status: Rejected
  • QuickBooks Status: Declined
• FieldPulse Status: Lost
  • QuickBooks Status: Closed

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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.