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Dashboard/Settings/QuickBooks

QuickBooks Integration

Two-way sync of customers, invoices, payments and tax codes with QuickBooks Online.

QuickBooks Online — connection

Connected · acme-cleaning

Two-way sync between FieldServo and QuickBooks Online. Customers, invoices, payments and tax codes mirror automatically.

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Sync map

FieldServo entityQuickBooks entityDirectionLast syncStatus
ClientsCustomersTwo-way2 min agoHealthy
InvoicesInvoicesFieldServo → QB2 min agoHealthy
PaymentsPaymentsFieldServo → QB2 min agoHealthy
Tax codesTax codesQB → FieldServo1 hour agoHealthy
Products & ServicesItemsTwo-way1 hour agoHealthy
CrewsVendorsFieldServo → QBManualOn demand

Sync history

TimeDirectionRecordsStatus
10:14 AMFieldServo → QBinvoice INV-2042Success
10:13 AMFieldServo → QBpayment INV-2042Success
10:12 AMFieldServo → QBinvoice INV-2041Success
09:08 AMQB → FieldServotax codes (4)Success
08:48 AMFieldServo → QBinvoice INV-2040Warning · duplicate skipped