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Anyone using FieldPulse with QuickBooks — how are you handling billing?

Mike Dolan

We've had the QuickBooks integration running for about three months now and I'm still fighting with the billing handoff. Jobs finish in FieldPulse, invoices create in QBO, but there's always something that needs manual cleanup.

Specific pain points:

  • Line items don't always map the way our accountant expects them to
  • Tax rates occasionally come across wrong, especially on jobs with mixed taxable/non-taxable services
  • Partial payments recorded in FieldPulse aren't syncing back status correctly

How are others actually using this day to day? Are you invoicing out of FieldPulse and letting it push to QBO, or are you doing something manual at the end?

Not looking for theory. Want to know what works.

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  • We invoice out of FieldPulse and let it push. Cleanest path we found.

    Key thing: set up your Service Types in FieldPulse to match your QBO Items exactly before you toggle the sync on. We learned that the hard way — had 200 jobs with mismatched codes that needed manual reconciliation.

    For taxes, we disabled tax calculation in FieldPulse entirely and let QBO handle it. One source of truth.

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  • We invoice out of FieldPulse and let it push. Cleanest path we found.

    Key thing: set up your Service Types in FieldPulse to match your QBO Items exactly before you toggle the sync on. We learned that the hard way — had 200 jobs with mismatched codes that needed manual reconciliation.

    For taxes, we disabled tax calculation in FieldPulse entirely and let QBO handle it. One source of truth.

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