QuickBooks Accounting Integration

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:

• Sync products and services with QuickBooks (if those are already set-up in QuickBooks).
• Push products and services to QuickBooks (if those have not already been entered in QuickBooks).
• Push invoices and any changes / updates of invoices to QuickBooks.
• Push payments, adjustments, late fee’s, refunds and additional discounts to Quickbooks.
• Push Add On Invoices and any payments, adjustments, late fee’s, refunds etc. to Quickbooks
  

What you will need for QuickBooks to integrate in the Pulse System:

• Supported version of QuickBooks 2016 or later installed on your computer (we currently connect only to the PC version)
• QuickBooks Company File
• QuickBooks .QWC file (FrontRunner to provide)
• QuickBooks Web Connector
• You will also need to configure your taxes, products and service items in order to proceed.
  

Login to your Pulse system and navigate to System Settings > Arranging Director Admin > Accounting Integration – QuickBooks Desktop > Configuration Wizard

!If you are unable to locate the Configuration Wizard in your Pulse system, contact your Success Coach to purchase QuickBooks Integration and/or enable the feature.

*Note: Click on the blue swirl button located at top right of the Pulse System at any time to return to the Configuration Wizard main page.

Step 1 & 2 : Database Initialization and Web Connector Set-Up
Step 3a: Tax Configuration
Step 3b: Contract line Configuration
Step 3c: Product Configuration
Step 4: Misc Configuration
Step 5: Set-Up Verification
Troubleshooting

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