Introduction

Connecting Fieldmagic to QuickBooks integrates Customers, Contacts, Customer Invoices, Supplier Invoices, Tax Codes, Account Codes, and Items. Records in Fieldmagic that are integrated with QuickBooks have an Accounting ID field present in Customers and Invoices.

Getting Started

Only administrators can integrate Fieldmagic to your QuickBooks accounting system. It is recommended that you have an existing QuickBooks Online account before connecting Fieldmagic to QuickBooks.


Step 1: Go to Settings




Step 2: Select Connect Applications


Under the integration settings, select Connect Applications: 



Step 3: Select Connect QuickBooks Online


On clicking Connect, Fieldmagic will prompt you to sign in to your QuickBooks account. Make sure you sign in to your account as an admin, as this will be important to ensure you can connect to Fieldmagic. 


Once you have done this, the below screen will be presented to you. Click Connect:




Step 4:  Connection Process Commences


  • Tax Codes and Account Codes Importing
  • Items Importing
  • Customers/Suppliers will be Imported as Customers, Sites and Contacts
  • You will be prompted to select the default inventory asset account
  • You will be prompted to select the default items, tax codes and account codes

Step 5: Set-Up Accounting Config - Inventory Asset


Choose the Inventory Asset account that tracks the current value of the inventory:




Step 6: Set-Up System-Wide Defaults


Tips: Setting Your Default Account and Tax Codes

  • The default product is used when you haven't selected a product in the invoice line (it's usually set to something like "Custom Item"). If you don't have a generic product, you can select anything.
  • For default tax codes, select GST. 
  • For the default sales and purchase codes, select your most common sales and account codes are (usually something similar to Sales and Expenses).




Step 7: Connected!


Once you have successfully connected, click continue: 




View Configuration Settings


Go to Settings:



Under the integration settings, select Connect Applications: 



Click the Configuration Tab:




Additional Tools Available for Ad-Hoc Imports


Within your accounting set-up in Fieldmagic, the below tools will be available to you for ad-hoc data imports:


  1. Import Tax Codes: Manually import any new Tax Codes you set up from QuickBooks.
  2. Import Account Codes: Manually import any new Account Codes you set up from QuickBooks.
  3. Import Items: Manually import any new items from QuickBooks. 
  4. Import Customer and Supplier: Manually import new customers and suppliers from QuickBooks
  5. Import Contacts: Manually import new contacts from QuickBooks.




Disconnecting Your QuickBooks Online Account


To disconnect Fieldmagic from your QuickBooks Online Account, simply click the Disconnect button in your Accounting Integration set-up as below: