QuickBooks Online
Connect QuickBooks to FieldLoom.
Invoices and customers you create in FieldLoom go straight into your books. Payments and invoice status come back on their own, so you never key the same job in twice.
QuickBooks is disconnected
FieldLoom has stopped syncing with your QuickBooks company. Nothing was deleted on either side. To connect again, follow the steps below.
Connect or reconnect
You connect from the FieldLoom app on your iPhone or iPad. It takes about a minute.
- Open FieldLoom. If you don't have it yet, get it from the App Store above.
- Go to Settings › Money › QuickBooks.
- Tap Connect QuickBooks.
- Sign in to Intuit, choose your QuickBooks Online company, and tap Connect.
- You're back in FieldLoom with QuickBooks Connected. That's it.
QuickBooks is part of FieldLoom Solo Pro. Reconnecting uses the same steps.
What syncs
FieldLoom → QuickBooks
Invoices, with their line items, and the customers on them. Sync one invoice from the invoice screen, or turn on Auto-Sync After Payment.
QuickBooks → FieldLoom
Payments and invoice status, within seconds when QuickBooks notifies us and every 6 hours as a backstop.
Who wins
QuickBooks wins for payment status. FieldLoom wins for line items, since that's where the work is written up.
Disconnect
You can disconnect any time, from either side. Syncing stops right away, and nothing already in QuickBooks or FieldLoom is deleted.
- In FieldLoom: Settings › Money › QuickBooks › Disconnect QuickBooks.
- In QuickBooks: Apps › My apps › FieldLoom › Disconnect.
FieldLoom keeps the QuickBooks connection on our servers only, never on your phone. Disconnecting in FieldLoom deletes it there and revokes it with Intuit. See our Privacy Policy. Questions: hello@fieldloom.io.