Sync: QuickBooks Desktop

Sync: QuickBooks Desktop

Reminder

FieldPulse only integrates with QuickBooks Desktop 2024 and newer

1. Request access to sync with QuickBooks

To connect to QuickBooks Desktop, request access by contacting us at [e-mail], 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.

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.

5. Download and start the QuickBooks Web Connector

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

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 [e-mail] or use the chat feature in the bottom right corner of your screen.