Connect QuickBooks Online

#Connect your QuickBooks company

The QuickBooks Online integration is on the Pro and Business plans. You need to be an Admin in Fieldnote and an admin user in QuickBooks Online. QuickBooks Desktop is not supported.

1. Go to Settings > Integrations > QuickBooks and click Connect.
2. Sign in to Intuit and pick the QuickBooks company to connect.
3. Choose a start date. Invoices and payments from that date on will sync.
4. Map your Fieldnote tax rates to QuickBooks tax codes, and your job types to QuickBooks products or services.
5. Click Start sync. The first sync can take up to 30 minutes for large accounts.

#What syncs, and which way

• Customers sync both ways. A change in either app updates the other.
• Invoices sync one way, from Fieldnote to QuickBooks. Edit invoices in Fieldnote, not in QuickBooks, or the next sync will overwrite your change.
• Payments taken in Fieldnote, including Stripe payments and recorded payments, sync to QuickBooks and mark the invoice paid there.
• Items (products and services) sync from QuickBooks to Fieldnote's price book.

Fieldnote syncs automatically every 15 minutes. Click Sync now in Settings > Integrations > QuickBooks to sync right away.