This setup process is for new subscribers who are integrating Intuit Field Service Management with QuickBooks Online for the first time. Not using QuickBooks Online? Click here if you are using QuickBooks desktop software. Questions? Contact Field Service Management Technical Support.
Integration with QuickBooks Online
- Check your QuickBooks company file data before connecting QB to FSM with our Download the QB Pre-Sync Checklist (PDF). Download the QuickBooks Online Integration guide for reference (PDF)
- Log into your Field Service Management subscription. Click Settings / Company / Integration.
- Edit the Integrate with QuickBooks option and choose “Online” and Save.
- Create your own Integration Authentication Code (4 character minimum).
- Click “Configure Corrigo QuickBooks Integration”.
- Configure and run the first-time integration between IFSM and QuickBooks Online.