Summary
When you sync Fieldwork with QuickBooks the sync sends over all Estimates, Invoices, and then Payments. You can see how the sync went from Settings/Quickbooks
Key Points
We report Yes to the sync when we get that confirmation from QuickBooks
The sync process is a one-way sync from Fieldwork to QuickBooks
We report Yes to the sync when we get that confirmation from QuickBooks. (So if you're questioning a sync, the item has to be in QuickBooks somewhere.)
Sometimes there is a lag on one of those documents showing up and it doesn't appear updated in QuickBooks.
Note The sync process is a one-way sync from Fieldwork to QuickBooks. If you add estimates, invoices or payments in QuickBooks they will not be reflected in Fieldwork. To manually sync, add the payments in Fieldwork first, then sync to QuickBooks.
In QuickBooks:
Click the magnifying glass in the upper right corner
Type in the document number (estimate, invoice, or payment number)
Press Enter
You should see the document
Also, if you get a QuickBooks error message: Error: execution expired, check the QuickBooks developer site to see if they are reporting any issues: http://status.developer.intuit.com/