QuickBooks (Shared)

2 FieldPulse help articles on QuickBooks (Shared), including Setting Up Default Customer Name Preference for QuickBooks.

Setting Up Default Customer Name Preference for QuickBooks

Choose which name field shows as the primary name on customers, estimates, and invoices in FieldPulse without rewriting your QuickBooks customer list.

How to Enable Automatic Deposit Invoices in QuickBooks

Auto-generate a separate deposit invoice so collected deposits sync to QuickBooks as a liability and land correctly on your Profit & Loss reports.