Synchronization Setup
To integrate Field Service Management with QuickBooks Online you must start by performing the following steps:
1.
Log in to Field Service Management.
2.
Go to Settings -> Company -> Integration.
3.
Under QuickBooks Integration Settings: a.
Select the Online option for the Integrate with QuickBooks field, then click Save.
Figure 1 QuickBooks Integration Settings screen b.
The Authentication Code fields will appear. Create and enter the Integration Client Authentication Code, then click Save. The Company Name field is automatically populated with the name of your company. pg.
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Figure 2 Entering Integration Client Authentication Code screen c.
Once you have specified the Authentication Code, the Configure QuickBooks Online Integration button is enabled. Click the Configure QuickBooks Online Integration button.
Figure 3 Configure QuickBooks Online Integration Button Enabled screen
4.
A new browser window will be opened and you will be redirected to the QuickBooks Online Authorization page.
Figure 4 QuickBooks Online Authorization screen
5.
Click the Sign in with Intuit button. pg.
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6.
If you are not logged in to QuickBooks Online you will be redirected to the QBO Sign in screen. Sign in with your
QuickBooks credentials.
If you are already signed in to QuickBooks Online, proceed to the next step.
Figure 5 Intuit Sign in screen pg.
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7.
The screen asking you to authorize Intuit to securely share your data to Corrigo Integration App will appear.
Note: Make sure the provided credentials and QuickBooks company correspond to the company you would like to integrate with Field Service Management.
Clicking the No, Thanks button will log you out from Intuit.
Click the Authorize button to proceed with the integration.
Figure 6 Authorize Intuit to Share Data to Corrigo Integration App screen pg.
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8.
The Initial Settings Wizard will appear allowing you to specify the synchronization settings starting from General
Settings.
Figure 7 Initial Settings Wizard - General Settings screen
Select the values for General Settings.
For more information on General Settings please see the General Settings section.
Click the Next button when finished to proceed with the configuration.
Clicking the Back button will return you to the previous screen. pg.
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9.
Assuming you clicked the Next button, the Customers (2-way synchronization) settings screen will be displayed.
Figure 8 Initial Settings Wizard - Customers Settings screen
Specify the values for Customers Settings.
For more information on Customers Settings please see the Customers Settings section.
Click the Next button when finished to proceed with the configuration.
Clicking the Back button will return you to the previous configuration screen. pg.
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10.
Assuming you clicked the Next button, the Price List Items (2-way synchronization with Products and Services) settings screen will be displayed.
Figure 9 Initial Settings Wizard - Price List Items Settings screen
Select the values for Price List Items Settings.
For more information on Price List Items Settings please see the
Items Settings section.
Click the Next button when finished to proceed with the configuration.
Clicking the Back button will return you to the previous configuration screen. pg.
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11.
Assuming you clicked the Next button, the Invoices (1-way synchronization to QuickBooks) settings screen will be displayed.
Figure 10 Initial Settings Wizard - Invoices Settings screen
Specify the values for Invoices Settings.
For more information on Invoices Settings please see the
Invoices Settings section.
Click the Next button when finished.
Clicking the Back button will return you to the previous configuration screen. pg.
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12.
Assuming you clicked the Next button, the Payment Methods (Mapping) settings screen will be displayed.
Figure 11 Initial Settings Wizard – Payment Methods Settings screen
Map the payment methods by selecting the desired values from the drop-downs.
For more information on Payment Methods Settings please see
Payment Methods Settings section.
Click the Next button when finished to proceed with the configuration.
Clicking the Back button will return you to the previous configuration screen. pg.
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13.
Assuming you clicked the Next button, the Settings Complete screen will be displayed informing you that you have successfully configured the synchronization settings.
The integration process will start and you will be redirected to the Settings DashBoard.
Note: The first synchronization between Field Service Management and QuickBooks Online may take a long time.
Figure 12 Initial Settings Wizard - Settings Complete screen pg.
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When the synchronization process between two systems has completed, the Synchronization Status Tab of the
Settings DashBoard will be populated with the list of entities synchronized, including the last synchronization timestamps.
Note: In case your QuickBooks edition does not support one or several entities, the status for unsupported entities will be Disconnected.
Figure 13 Synchronization Status screen pg.
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