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, estimates, invoices, and payments in sync between FieldPulse and QuickBooks Online, so you enter a job 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 closes work in one tool and the office 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 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.
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.
Timesheets	One-way (FieldPulse → QuickBooks Online), opt-in	Triggered on clock-out, edit, or delete. See How to Sync Timesheets With QuickBooks Online.

QuickBooks Online projects sync into FieldPulse as related customers. The FieldPulse QuickBooks Online sync follows standard accounting practice: a collected payment flows Invoice → Payment → 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 [e-mail] to request access.

Before you connect, work through the preparation checklist so your data comes over clean — see Setting Up QuickBooks Online Before Syncing. 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 — what syncs, plan requirements, and the settings to change first.

2. How to Sync With QuickBooks Online — request access and turn on the connection.

3. How to Manage QuickBooks Online After Syncing — sync settings, tax handling, and managing sync results.

Then, as needed:

• How to Sync Purchase Orders With QuickBooks Online

• How to Sync Timesheets With QuickBooks Online

• Canadian Dual Tax Rate Details

• Troubleshooting QuickBooks Online Sync Errors

• QuickBooks Online Sync Examples and Details

• How to Enable Automatic Deposit Invoices in QuickBooks

• Setting Up Default Customer Name Preference for QuickBooks