This article outlines how parts and materials in FieldCentral integrate with aspects of QuickBooks Online and QuickBooks Desktop. Included in the article is an explanation regarding which records for materials in FieldCentral tie to in relation to the integrated Quickbooks account.
Understanding how materials in FieldCentral are tied to the products or items in QuickBooks is essential when producing itemized invoices. Ensuring the products and items are accurately setup in QuickBooks is required before any completed visit containing a material can be invoiced.
First, the user must navigate to the Settings portion of the program. The user can navigate to this section by clicking the Settings Icon in the bottom left section of the screen.
From the settings section, the user would then click Open under Materials.
Once in the Materials Section, the user can click the Green Plus Icon to add a material.
When entering a material, the first information required would be the Material Number/Name. The name of the item by default should relate to the product or item name inside of QuickBooks.
If the user wanted to reference the name of the material as something different in QuickBooks, the QuickBooks Full Name field can be entered. If the QuickBooks Full Name field is entered, the material, when included on an invoice, would display as the Quickbooks Full Name instead of the Material Number/Name.
If the item or product is a sub-item inside of QuickBooks, you can amend the QuickBooks Fullname to include the reference to the parent item using a colon to separate the parent item from the sub-item.
