Integration Specialist QuickBooks & Service Fusion

Job Title: Integration Specialist QuickBooks & Service Fusion

Duration: Initial Project-Based Contract (Estimated 4 8 weeks; scope TBD)

Remote - US Based Only

Scope of Work

• Diagnose, optimize, and remediate partial synchronization failures between QuickBooks and Service Fusion to ensure accurate, reliable, and scalable data exchange between financial and field service systems.

Key Responsibilities

• Conduct a comprehensive audit of the existing QuickBooks Service Fusion integration configuration
• Review current sync rules, workflows, and data mapping structures
• Identify root causes of partial or failed synchronization (e.g., invoices, customers, items, payments)
• Analyze API logs, error logs, and middleware configurations where applicable
• Troubleshoot and correct:
• Data mapping inconsistencies
• Trigger configurations
• Workflow logic errors
• Permission or authentication issues
• Validate invoice synchronization processes end-to-end
• Review and reconcile item/product mapping logic
• Audit customer record synchronization rules
• Assess and align chart of accounts mapping between systems
• Test corrective changes to confirm stable and accurate sync performance

Provide clear documentation of:

• Sync architecture and logic
• Data flow dependencies
• Known limitations and constraints
• Recommend scalable, long-term integration improvements if current configuration presents structural risks

Required Experience & Qualifications

• Demonstrated hands-on experience troubleshooting QuickBooks Field Service Management (FSM) integrations
• Direct experience configuring and resolving Service Fusion synchronization issues

Strong working knowledge of:

• Invoice synchronization workflows
• Item and product mapping structures
• Customer record synchronization logic
• Chart of accounts alignment and financial data integrity
• Experience analyzing API logs and integration error reporting
• Familiarity with middleware tools (if applicable)
• Ability to translate technical findings into clear documentation and actionable recommendations