Where do I start the connection - in Ply or in FieldEdge?
Start in Ply: Settings → Workspace → Integrations → Field Service Management → Connect FSM, then select FieldEdge. Ply will send you to FieldEdge to activate the integration, and then bring you back to finish setup.
An item (or job) isn't showing up. What do I do first?
Force a sync. Go to your Catalog, click the FieldEdge button, and pull materials or jobs. If it still doesn't appear after the sync completes, contact Ply support.
Can I change my main location after connecting?
Reach out to Ply support before changing it. The main location is what FieldEdge data is brought into, so we'd rather walk through it with you than have stock land in the wrong place.
Which QuickBooks version do I need?
QuickBooks Online Plus or higher. Lower tiers don't support inventory items in the way the integration requires.
Does Ply work with QuickBooks Desktop?
No. Ply supports QuickBooks Online only.
I'm converting from QuickBooks Desktop to QuickBooks Online. When should I set up Ply?
Talk to your Ply CSM before you start. The sequence of the QBD conversion, the FieldEdge conversion, and your Ply onboarding matters, especially if you use Advanced Inventory in QBD with existing warehouses. We'll plan it with you.
Where should I create and update my inventory items?
In Ply. Ply pushes changes out to FieldEdge and QuickBooks. Creating or importing inventory items directly in FieldEdge will put your systems out of sync.
Can I do a bulk item import?
Yes, in Ply. Never run item imports in FieldEdge.
Why don't I see the Warehouse field on my invoice line items?
Two likely reasons: your locations haven't synced from Ply yet, or the line item is a non-inventory/service item. The warehouse dropdown only appears on inventory items.
Do items need a category?
No. Uncategorized items fall under an "Uncategorized" parent. If you do categorize, an item can only live in one category or subcategory.
Is my FieldEdge Job the same as a Ply Job?
No. A Ply Job = a FieldEdge Work Order. A FieldEdge Job is a project-level container for multiple work orders, and it doesn't sync to Ply.
Do Purchase Orders sync?
Not in the current version. Purchasing stays in FieldEdge/QuickBooks. Note that POs entered directly into QuickBooks don't flow back to FieldEdge.
Do estimates sync?
Not currently. There's no estimate pipeline in the FieldEdge integration.
My invoice isn't showing in QuickBooks.
Completing a work order doesn't sync the invoice. It has to be finalized in FieldEdge before it reaches QuickBooks.
We use Profit Rhino. Will that conflict?
Profit Rhino items sync into FieldEdge as service or assembly items, not inventory items, so they don't create inventory records. Categories may come across. If you see unexpected price book items, reach out and we'll take a look with you.
I added materials to a job in Ply and they're not showing on the FieldEdge work order. Is that a bug?
No, that's expected. Jobs sync one way, FieldEdge → Ply. Ply reads work orders but can't write back to them, so materials have to be added to the job in FieldEdge. FieldEdge is the source of truth for job materials.
How often do materials sync?
Automatically twice a day, at 6:30 AM and 6:30 PM. Categories sync instantly, and jobs come into Ply instantly. If you don't want to wait, force a sync from your Catalog using the FieldEdge button.
What happens if I delete a material in Ply?
It gets deactivated in FieldEdge rather than deleted outright.
Are locations created automatically between the two systems?
No. Create each location (including trucks) in Ply, then send it out to FieldEdge. They'll appear in FieldEdge under Work Orders, in the Warehouse dropdown.
Can FieldEdge show my Ply stock levels?
Yes, if you paste the API key generated during setup into FieldEdge. That's what lets FieldEdge read your Ply inventory levels per location.
One of my materials has a red icon in the FieldEdge column. What does that mean?
That material failed to sync. Hover over the icon to see the reason. See Fixing Material Sync Errors with FieldEdge for the three most common causes and how to fix each one.
Who should I contact?
Contact Ply support for:
Anything about your Ply catalog, stock, locations, or counts
Items not appearing or not updating in FieldEdge
Questions about what the integration does and doesn't cover
Bulk imports and item data
Reach us in the Ply app or at your usual support channel.
Contact FieldEdge support for:
Work orders, the dispatch board, scheduling, and assignments
FieldEdge users, profiles, and permissions
The FieldEdge ↔ QuickBooks connection, tax codes, and accounting defaults
Part requests, POs, and bills in FieldEdge
The FieldEdge mobile app
FieldEdge does not take support requests by email. Open a ticket or start a chat through their portal:
FieldEdge Support Portal: https://xplorcontactcenter.my.site.com/fieldedge/s/
Submit a FieldEdge Ticket: https://xplorcontactcenter.my.site.com/fieldedge/s/submit-a-ticket
If you're not sure who to ask, start with Ply. We'll route it.
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