The details of what objects sync to Quickbooks is based on your settings within your integrations page in Fulcrum. In addition to the objects below, Fulcrum also syncs Tax Codes, New Customers or Vendors, and Payment Terms to ensure the sync runs smoothly.

Setting up your QuickBooks Online Integration

Your Launch Manager will turn on the integration within your Fulcrum site. Login to Fulcrum to get started!

Authorizing QuickBooks Online

Video: Authorizing your Fulcrum // QuickBooks Online Integration

Follow the steps below to setup your integration.

Navigate to the left side menu and select System Data > Business Setup. At the bottom of the page you will select Integrations under Advanced Setup.
This should expand your integrations as cards on the right side. On the card with the QuickBooks Online logo, you’ll see a link to Authorize. Select this link to open a new tab for QuickBooks Online where you can login with your QuickBooks Online admin user credentials. For more information on your QuickBooks Online roles follow this link.
If necessary, select your Company from the dropdown after logging in and click Next.
You should get a success message. You can close the QBO tab to return to the Fulcrum integration settings.
Refresh the browser you still have open in Fulcrum and you should see an option within QBO for integration settings.

Data Mapping

Now that you have authorized your QuickBooks company against your Fulcrum site, its important to learn and understand how your data in Fulcrum maps to QuickBooks Online.

Fulcrum Field

Tax Code

Accounting Code

Fulcrum Item Number + Description

Payment Terms

Select Fulcrum Fields

Notes to Customer (Invoice)

QuickBooks Online Field

Tax Rate

Product / Service

QB Line Item Description

Payment Terms

**Custom Fields (up to 3) ***Note: The custom field must be created as a single data type, “Text and Number.”

Memo field on QB Invoice

Payment Terms

Allows you to track when customers will be paying you or when you will be paying vendors. The video below explains how to set up payment terms in Fulcrum and QuickBooks Online. It also explains where the payment term shows up in different parts of Fulcrum!

https://www.loom.com/share/6885274605014da09a6f6eed8f99cc8a

Item Mapping and Accounting Codes

Your Fulcrum inventory items will be mapped to an accounting code. This accounting code is mapped to a "Product and Service" that is set up in QuickBooks Online. You can find these Products and Services here - https://app.qbo.intuit.com/app/items.

Fulcrum Item ➡️ Accounting Code (Tag) ➡️ QB Product ➡️ General Ledger Account

Your "Product and Services" can be set up to capture sales or expenses by category. You can also have a general sales product and service for the items you sell, and a general expenses product and service for the materials and products you purchase. These products and services need to be linked to their respective income or expense GL account in your QuickBooks Online company.

Once you have set up your products and services in QuickBooks Online, go to Fulcrum and navigate to your Business Setup ➡️ System Data ➡️ Tags section. Use the exact names of the products and services in QuickBooks Online to create tags set as Type - Accounting Codes.

Once these accounting code tags are created, you can assign them to your items within the individual item page in Fulcrum.

<aside> ❗ If your accounting code names tied to your items are not an exact match to the name of the Product and Service in QuickBooks Online, you will receive a sync error when trying to bring over your Purchase Orders and Invoices

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https://scribehow.com/embed/Setting_Up_QuickBooks_and_Fulcrum_Accounting_Codes__bVrnsoSBTK-yEDkyvUEkew

Setting up Buy / Sell Items

A product in QBO can be tied to both an income account and an expense account. See below. When the product is found on a PO, it will be recognized as an expense and impact the expense account. When found on an invoice, it will be recognized as income and impact the income account you have associated it to.

Tax Codes in Fulcrum ➡️ Tax Rates

To find our taxes in QuickBooks, head to this area of your QuickBooks Online company file - https://app.qbo.intuit.com/app/tax/edit-settings