Welcome to Part 4 in a video series of how to set up and use Intuit Field Service Management. The goal of this series is to take you step by step through the product from initial setup, to integration with your QuickBooks Software to dispatching technicians, working with reports, and will even discuss the Time Card and Service Agreement add on modules on a later segment. We hope that you get great value out of these videos and if you have any questions on any part of the Intuit Field Service Management program, please call us at 866-949-7267 or click here to send us an email. Enjoy!
Video 4: Syncing QuickBooks and Intuit Field Service Management For The First Time
This video covers syncing QuickBooks and Intuit Field Service Management For your first time. This is the point where your data is actually converted from QuickBooks in to Field Service Management so it is very important prior to this step that you have 1) configured Field Service correctly and 2) set up the QuickBooks Integration Client. If you have not watched part 2 on configuring field Service Management or part 3 of this video series, please make sure that you do prior to attempting to sync your QuickBooks data. Once again, this part is very important as it sets the stage for everything that comes later…
Have questions? Need help?
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