When pushing information, keep in mind the names slightly change.
The FRP connection will link your Contract Line Items to Items in QB Desktop. In QBO they are referred to as Products and Services.
We DO NOT connect directly to Accounts.
To check for your item structure in QB Desktop:
To check for your product and service structure in QBO:
Item linking can be done in 4 different ways and can vary throughout the setup:
Merchandise Break Out:
Option 1 is more common because it's less setup required and there is already the reporting in your FRP system.
Every contract line item needs to be represented by an item in QB.
Additional items to link:
We recommend opening your FRP system, open a record and go to the Contracts section to see all the line items currently setup.
Once the connection is officially activated, there will be a checkbox on the FRP contract screen called Updated Quickbooks on Save. When activated and the contract is saved, information will be queued to the WC.
On the Entry screen in the Accounts tab, there will also be an Update QB on Save checkbox AND a field for the QB Amount to Push to Invoice.
You will be able to setup automation for the WC to run or run it manually.
Should an item have generated an error when running the Web Connector to Quickbooks, you can re-visit the item, update and save for it to be re-queued in your log.
We have listed out common Error Message Codes to assist you in troubleshooting why an item did not successfully push to Quickbooks. Should the item have been a PaymentAdd, you can re-visit that payment entry in the Account tab of the associated record, fix the error noted if possible and save. Same goes with a Customer Add (deceased or buyer) or Invoice Add (contract). When the entry is re-saved, it will be re-queued to be pushed to Quickbooks when you run the Web Connector.
If you have recently updated your Quickbooks version, your data will no longer push over to Quickbooks, so you will need to re-connect the integration.
First, you will need a new QWC file. Please contact the Support department.
Once you are emailed the new file, you will need to follow these setup steps:
This section allows you to view or modify the email addresses and bank accounts used when exporting data to Quickbooks.
This section allows you to maintain a list of Quickbooks classes for check entry under Arranging Director > Financials > Account Register. You can find information about adding checks there.
To add a new item, click the plus (+) icon. Enter the account name, and click Add.
To edit an existing item, click the edif (paper) icon. Make your changes and click Edit.
To delete an existing item, click the minus (-) icon . You will receive a ‘Confirm Deletion’ popup. Click ‘Ok’.
This section allows you to maintain a list of Quickbooks classes for check entry under Arranging Director > Financials > Account Register. You can find information about adding checks there.
To add a new item, click the plus (+) icon. Enter the account name, and click Add.
To edit an existing item, click the edif (paper) icon. Make your changes and click Edit.
To delete an existing item, click the minus (-) icon . You will receive a ‘Confirm Deletion’ popup. Click ‘Ok’.
This section allows you to download files to export to Quickbooks.
Before you are able to use the QuickBooks Export feature, you must first integrate your QuickBooks account with the Pulse Management system.
Once the integration and configuration processes are complete, your firm will be able to:
What you will need for QuickBooks to integrate in the Pulse System:
** If you are unable to locate the Configuration Wizard in your Pulse system, contact us to purchase QuickBooks Integration and/or enable the feature.