Salesforce for QuickBooks

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21 Φεβ 2014 (πριν από 3 χρόνια και 5 μήνες)

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Salesforce for QuickBooks


Group

Edition

& Salesforce Integration

Data Mapping Guide for QuickBooks
Pro, Premier & Enterprise 2011/11.0 and higher

Salesforce
Account

QuickBooks
Customer

Sync
Direction

Account
Name

Customer Name

Bidirectional

Billing
Address

Bill
T
o Address

Bidirectional

Customer List ID

Not a field in QuickBooks

Do not edit or delete

Credit
Limit (Custom

Field
)

Credit Limit

QuickBooks to Salesforce only

Email

Email

Bidirectional

Fax

Fax

Bidirectional

First Name & Last Name

Contact Name

Bidirectional

Phone

P
hone

Bidirectional

Shipping

Address

Ship
T
o Address

Bidirectional

Last Modified By Sync

Not a field in QuickBooks

Used by Sync. Updated with
date/time when modified by Sync

Open
Balance (Custom

Field
)

Current Balance

QuickBooks to Salesforce only

QuickBooks Customer Type (Custom Field)

Type

QuickBooks to Salesforce only

Ready To Sync

Not a field in QuickBooks

Used by Sync to determine if
record is ready to be synced.
Automatically checked if

1.

Opportunity with STAGE
CLOSED WON is created for a
newly created Account

or,

2.

Existing account is modified

Sales Rep (Custom Field)

Rep

QuickBooks to Salesforce only

Terms (Custom Field)

Terms

QuickBooks to Salesforce only

Salesforce Opportunities

QuickBooks Estimate

Sync
Direction

Billing

Address (Custom

Field
)

Bill To Address

QuickBooks to Salesforce only

Due Date (Custom Field)

Due Date

QuickBooks to Salesforce only

Last Modified By Sync

Not a field on Estimate

Used by Sync. Updated with
date/time when modified by
Sync

Ready To Sync (Custom Field)

Not a field on Estimate

Used by Sync to determine if
record is ready to be synced.
Automatically checked if

1.

New opportunity or,

2.

Existing opportunity is
modified

Shipping
Address (Custom

Field
)

Ship To Address

QuickBooks

to Salesforce only

Ship Date

Not
a field
on Estimate

Not Applicable

Total Amount

Total Amount

QuickBooks to Salesforce only

Transaction

Date (Custom

Field
)

Date on transaction

QuickBooks to Salesforce only

Transaction ID (Custom Field)

Not a field
on
Estimate

Do not edit or delete

Transaction

Number (Custom

Field
)

Estimate number

QuickBooks to Salesforce only

T
ransaction

Type (Custom

Field…set to
‘Estimate’

Estimate

Not applicable

Salesforce
Opportunities

QuickBooks
Invoice

Sync
Direction

Billing

Address (Custom

Field
)

Bill
T
o Addres
s

QuickBooks to Salesforce only

Due
Date (Custom

Field
)

Due Date

QuickBooks to Salesforce only

Last Modified By Sync

Not
a field on Invoice

Used by Sync. Updated with
date/time when modified by Sync

Ready To Sync
(Custom Field)

Not a field
on Invoice

Used by Sync to determine if
record is ready to be synced.
Automatically checked if

1.

New opportunity or,

2.

Existing opportunity is
modified

Ship

Date

(Custom Field
)

Ship Date

QuickBooks to Salesforce only

Shipping

Address (Custom

Field
)

Ship
T
o Addres
s

QuickBooks to Salesforce only

Total
Amount

Total Amount

QuickBooks to Salesforce only

Tr
ansaction

Date (Custom

Field
)

Date (Date on Invoice)

QuickBooks to Salesforce only

Transaction ID (Custom Field)

Not a field
on Invoice

Do not edit or delete this field

Transaction

Number (Custom

Field
)

Invoice Number

QuickBooks to Salesforce only

Transaction Type (Custom Field)…set to
‘Invoice’

Invoice

Not applicable

Salesforce
Opportunities

QuickBooks
Sales Receipt

Sync
Direction

Billing

Address (Custom

Field
)

Not Applicable

Not Applicable

Due
Date (Custom

Field
)

Not
a field
on Sales Rec
e
ipt

Not Applicable

Last Modified By Sync

Not
a field on Sales Receipt

QuickBooks to Salesforce only

Ready To Sync (Custom Field)

Not a field
on Sales Receipt

Used by Sync to determine if
record is ready to be synced.
Automatically checked if

1.

New opportunity or,

2.

Existing opportunity is
modified

Shipping

Address (Custom

Field
)

Ship
T
o Addres
s

QuickBooks to Salesforce only

Ship

Date

(Custom Field
)

Ship

QuickBooks to Salesforce only

Tr
ansaction

Date (Custom

Field
)

Date (Date on Invoice)

QuickBooks to Salesforce only

Transaction ID (Custom Field)

Not a field on Sales Receipt

Do not edit or delete

Transaction

Number (Custom

Field
)

Sales Receipt Number

QuickBooks to Salesforce only

Transaction Type (Custom Field)…set to
‘Sales Receipt’

Sales Receipt

Not applicable