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. |
| Contacts | N | |
| Estimates | N | |
| Project Level Estimates | N | |
| Projects | N | |
| Single Invoice (interim or final) | Y |
Service name = Item Names |
| Batch Invoice - multiple invoices created at once | Y | Service name = Item Names Dollar values Job number and name = Message on Statement Tax type is mapped from FP to QB. QB will re-calculate the tax amount. |
| 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 be crediting the account mapped within FP integration page. Deposit invoices are only tracked by Job and NOT by company or project level. 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 |
| QBO only 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 | |
| Jobs | Y | QB Desktop: Job information can be sent with an invoice or external expense. QB Online: As an option, Jobs is shown as sub-customers sent from an invoice. Please contact support for more information. |
We welcome your questions or concerns: support@functionpoint.com
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