Please refer to this handy list to learn if something from FP will or won't sync over to QuickBooks for PC or QuickBooks Online when using the FP Accountant integration tools.
| FP Module/Feature | Will it Sync? | In QB |
| Companies | Y |
When invoices are sent to QB, QB will file the invoice under the correct Customer by matching the Company name on the FP invoice to the Customer name and address in QB.
|
| Supplier | Y |
QB vendor
|
| Address | Y |
Company address
|
| Contacts | N | |
| Estimates | N | |
| Project Level Estimates | N | |
| Projects | N | |
| Single Invoice (interim or final) | Y | Customer invoice |
| Negative Invoice | Y | Credit memo |
| Invoice Amount | Y | Invoice amount by line item |
| Job Number and Name | Y |
Message on statement |
| Service Group | Y |
Class |
| Service | Y |
Income item |
| Service Description | Y |
Item description |
| Tax Code | Y |
Tax type is mapped from FP to QB. QB will re-calculate the tax amount. |
| Payment Info | Y |
Payment is synced from Quickbooks Online to Function Point. Fields synced include:
- Payment type - Payment amount - Payment date |
| Invoice Payment Terms | Y |
Payment Terms |
| Expense Payment Terms | Y |
Bill Payment Terms |
| Batch Invoice - Multiple invoices created at once | Y | |
| Batch Invoice - Multiple jobs in a single invoice | Y | Each Job is one line item. Each line item containing the Job name with its respective dollar value. |
| Deposit Invoice | Y |
Deposit invoice amount. Will credit the account mapped within FP integration page. When the deposit amount is applied to a job's invoice, the amount will be debited
|
| External Expense (Accounts Payable) | Y |
Expenses Charge To Accounts Payable account = Bills QB |
| External Expense (Credit Card) | Y |
Expenses Charge To Credit Card = Expenses in QBO |
| Internal Expense | N | |
| Purchase Order | N | |
| Insertion Order | Y | Same as External Expense (Accounts Payable) |
| Timesheets | N |
We welcome your questions or concerns: support@functionpoint.com
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