8/30/2023 0 Comments Intuit api![]() ![]() Sometimes new IFSM customers were using invoices in QB as “work orders” prior to their IFSM and they want these invoices in QB to somehow appear inside IFSM as work orders. This is possible by hiring a professional services firm to push data into IFSM. Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and they want all of this work order history, as well as customer equipment list and attributes, to appear inside IFSM so all of the information is in one place. There is no fee to make back dated work orders (only your own time and effort). This is typically accomplished by enabling and creating back dated work orders. Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and want only some of the prior work order history and customer equipment list to appear inside IFSM. ![]() Importing Data or Work Order history into Intuit Field Service Management If you want a work order or invoice to appear in IFSM you must make it in IFSM and sync the invoice to QB if you want the invoice to appear in both databases. Sales orders and invoices you create inside QB will never appear in IFSM.Invoices syncing from IFSM into QB containing inventory items will decrement those inventory items accordingly inside your QB. As you make new customers or invoices or time card records in IFSM, these will sync into QB. ![]()
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