📗 QuickBooks Online
Keep your books in sync — push FieldFuze customers, invoices, and payments to QuickBooks, and import your existing QuickBooks data in.
What it unlocks
- New customers, invoices (from jobs), and payments sync to QuickBooks automatically.
- Refunds post as credit memos / refund receipts; the FieldFuze platform fee is tracked in a dedicated "FieldFuze Fee" account.
- A one-time Import from QuickBooks brings your existing customers, invoices (as jobs), payments, and products/services into FieldFuze.
How to connect
- Organization Settings → Integrations → QuickBooks Online card → Connect to QuickBooks.
- Sign in and authorize on Intuit's site; you're returned to FieldFuze showing ✓ Connected and your company name. (Connecting is done on the web.)
After connecting
- A badge shows Production (your live books) or Sandbox Mode (a test company).
- Manual Sync buttons — Sync Customers, Sync Invoices, Sync Payments — for historical data or troubleshooting.
- 📥 Import from QuickBooks opens a wizard: choose a date range, what to import (Invoices as Jobs, Payments, Products/Services), a job-title format, and review any duplicate customers before importing.
- Disconnect stops syncing.
Good to know
If you ever see "Your QuickBooks connection has expired. Please reconnect," just run Connect to QuickBooks again. Imported invoices become Jobs in FieldFuze, and QuickBooks products/services become line-item presets for estimates.