If you make a change to an invoice in Fieldwork, it will sync properly to QuickBooks.

IMPORTANT The sync path is one way - from Fieldwork to QuickBooks. If they are the same, please let us know so we can have your Fieldwork invoice numbers updated to a number higher than the highest number in QuickBooks. The sync will overwrite your existing data if the numbers are the same. Sometimes that initial sync can have a few conflicts, so let us know if you do have conflicts or review the error messages below.īe sure your invoice numbers in Fieldwork are different from ANY invoice number in QuickBooks. It will take a little while to run through a sync the first time. The Auto Sync Last 30 days is best after you are familiar with how the sync works. When you start syncing with QuickBooks Online, we recommend using the Do not sync automatically setting. For an added fee, we can also import schedules and invoices. Note Importing your customer information includes billing and shipping addresses, email addresses, phone numbers, billing terms, web page urls, and balances.

After you connect your QuickBooks account to Fieldwork, let us know so we can have a developer import your customer list. We can import your customer database from QuickBooks Online for free. Note We don’t sync with QuickBooks Desktop because they no longer provide developer support for that product. Read the note regarding character length for customer and company names and conform to the name length rules. In Fieldwork, click the Settings gear icon in the upper-right corner If you’re currently using QuickBooks Online for tracking your customer data and invoicing, you can sync Fieldwork to QuickBooks to sync your customers, estimates, invoices, and payments. Identifying and fixing common QBO sync errors Identifying what an unsuccessful sync to QBO looks like

Identifying what a successful sync to QBO looks like Manually or automate syncing from Fieldwork to QBO New accounts can easily import existing customer data from QuickBooks Online (QBO) into Fieldwork Data about equipment wear and tear, product usage and more can be reflected in both your budgets and tax forms. Fieldwork integrates seamlessly into the more sophisticated accounting abilities of QuickBooks Online.

Quickbooks company settings