We're seeing an issue where invoices synced from FieldPulse to QuickBooks Online are coming through with the wrong tax rate. In FieldPulse, we have a 7.25% rate configured for California jobs, but QBO is applying 8.75% instead. This is creating discrepancies on every invoice and my finance team is having to manually adjust each one.
I checked the tax rate mapping in the integration settings and it looks correct on our end. The sync is going through without errors, so I'm not sure where the breakdown is happening.
Has anyone else run into this? Need to get this resolved before our next billing cycle.
Great question, Brandon — unfortunately there's no bulk edit for tax mappings in the UI right now. You'll need to update each one individually.
However, if you're comfortable with it, our API does support updating integration mappings programmatically. You could script the updates using the FieldPulse API. Here's the relevant endpoint:
PUT /v1/integrations/quickbooks/tax_mappings/{mapping_id}
That might save you some clicks if you have a developer resource available. Otherwise, the manual route should only take a few minutes for 12 rates.
Let me know if you need the API details or if anything else looks off with those invoices!
Great question, Brandon — unfortunately there's no bulk edit for tax mappings in the UI right now. You'll need to update each one individually.
However, if you're comfortable with it, our API does support updating integration mappings programmatically. You could script the updates using the FieldPulse API. Here's the relevant endpoint:
PUT /v1/integrations/quickbooks/tax_mappings/{mapping_id}
That might save you some clicks if you have a developer resource available. Otherwise, the manual route should only take a few minutes for 12 rates.
Let me know if you need the API details or if anything else looks off with those invoices!
