You will also need to configure your taxes, products and service items in order to proceed.

Supported version of QuickBooks 2016 or later installed on your computer (we currently connect only to the PC version).What you will need for QuickBooks to integrate in the Pulse System: Push Add On Invoices and any payments, adjustments, late fee’s, refunds etc.Push payments, adjustments, late fee’s, refunds and additional discounts to Quickbooks.Push invoices and any changes / updates of invoices to QuickBooks.Push products and services to QuickBooks (if those have not already been entered in QuickBooks).Sync products and services with QuickBooks (if those are already set-up in QuickBooks).Once the integration and configuration processes are complete, your firm will be able to: Option 1 is more common because it's less setup required and there is already the reporting in your FRP system.īefore you are able to use the QuickBooks Export feature, you must first integrate your QuickBooks account with the Pulse Management system. Itemize each casket selected, for example, to its own item in QB so that detailed reporting can be done directly in QB.Meaning ANY casket selected will show up as the same line item every time in QB. Group any casket selected, for example, to a specific line item in QB.Link entire contract from FRP to an item/product-service in QB so that only 1 line shows on the invoice in QB.Link the entire category from FRP to an item/product-service in QB for a sub-total of the sub-category to push to QB.Link entire sub-categories from FRP to an item/product-service in QB for a sub-total of that sub-category to push to QB.Link each individual line item from FRP to an individual item/product-service in QB.Item linking can be done in 4 different ways and can vary throughout the setup: To check for your product and service structure in QBO: To check for your item structure in QB Desktop:

You can go into QB and create an item underneath each account that we will link to. If you do your reporting based on your account level information, you can still do your reporting after the connection is setup using your account information because the item will fall under the account and the account will take the total of whatever items are under there.

Items always sit under accounts in QB.

In QBO they are referred to as Products and Services. The FRP connection will link your Contract Line Items to Items in QB Desktop.

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