FieldSync: Integrations Options

QuickBooks is a widely used accounting software, offering a range of features designed to simplify financial management tasks for businesses of all sizes. This is a comprehensive accounting solution that helps businesses manage their finances more efficiently. FieldSync costumes with QuickBooks account can integrate the two together to streamline Invoicing & Billing.

Only the Account Administrator can initiate the integration.

Begin in the Admin Portal and select Settings, then Integrations.

Press the ‘Connect’ button.

In the resulting pop-up enter the QuickBooks account login credentials and follow the prompts on the screen.

To import Customers from QuickBooks, press ‘Import Customers’ within Manage Integration.

Successful integration will be indicated by ‘Connected’ in the upper right corner of the integration box. And an email will be received, confirming the integration.

The QuickBooks integration can be undone at any time via ‘Manage Integration.’

Integrating QuickBooks with FieldSync will result in the importation of products and services along with customers. These two items will be pulled into FieldSync and can be viewed under Pricebook and Customers respectively.

In addition, if Customers or Pricebook items are added or updated within FieldSync these changes will be reflected within QuickBooks.

Setup

1. In the Admin Page in Fieldsync, Navigate to the Settings tab on the left-side menu. 
2. Under the Customer Account Configuration section, select the second option to access the available integrations.
   
3. Click the Register button to start the registration process.
   
4. Information required for Helcim registration:
   • Business Information
     • Company name
     • Tax ID number
     • Contact information
   • Payment Processing Information
     • Industry and busines structure
     • Estimated monthly volume and processing history
     • Payment methods you intend to accept - in person and/or online
   • Personal Info
     • SSN and Name
     • Government ID (Driver license, passport, etc.)
5. Helcim underwrites the request.
   • Underwriting can take from 2 hours to 24-48 hours
   • Helcim's onboarding team handles this with direct client contact via email
   • If the client or Helcim requires phone support, Helcim offers North American support based in Seattle and Calgary
   • Underwriting is a component of Helcim's commitment to provide onboarding and general ongoing client support
6. FieldSync receives an API token. Once the registration and underwriting process is finalized, Helcim provides FieldSync with the client's API token. This completes the integration.