Salesforce for QuickBooks

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21 Φεβ 2014 (πριν από 3 χρόνια και 4 μήνες)

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Salesforce for QuickBooks


Professional 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 this field

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

Bidirectional

Due

Date (Custom

Field
)

Due Date

Bidirectional

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

Bidirectional

Ship Date

Not a field on Estimate

Not Applicable

Total Amount

Total Amount

QuickBooks to Salesforce only

Transaction

Date (Custom

Field
)

Date on transaction

Bidirectional

Transaction ID (Custom Field)

Not a field
on Invoice

Do not edit or delete this
field

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

Bidirectional

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

Bidirectional

Total
Amount

Total Amount

QuickBooks to Salesforce only

Tr
ansaction

Date (Custom

Field
)

Date (Date on Invoice)

Bidirectional

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

Order

Sync
Direction

Billing

Address (Custom

Field
)

Bill
T
o Addres
s

Bidirectional

Due
Date (Custom

Field
)

Due Date

QuickBooks to Salesforce only

Last Modified By Sync

Not a field on
Sales Order

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

Ready To Sync (Custom Field)

Not a field on

Sales Order

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

Bidirectional

Total
Amount

Total Amount

QuickBooks to Salesforce only

Tr
ansaction

Date (Custom

Field
)

Date (Date on Sales Order
)

Bidirectional

Transaction ID (Custom Field)

Not a field on
Sales Order

Do not edit or delete this field

Transaction

Number (Custom

Field
)

Sales Order

Number

QuickBooks to Salesforce only

Transaction Type (Custom Field)…set to

Sales Order


Sales Order

Not applicable

Opportunities

QuickBooks
Sales Receipt

Sync
Direction

Billing

Address (Custom

Field
)

Sold To

Bidirectional

Due
Date (Custom

Field
)

Not

Applicable

Not Applicable

Last Modified By Sync

Not a field
on Sales Receipt

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

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

Bidirectional

Ship

Date

(Custom Field
)

Ship

QuickBooks to Salesforce only

Tr
ansaction

Date (Custom

Field
)

Date (Date

on Sales Receipt
)

Bidirectional

Transaction ID (Custom Field)

Not a field on Sales Receipt

Do not edit or delete this field

Transaction

Number (Custom

Field
)

Sales Receipt Number

Bidirectional

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

Sales Receipt

Not applicable

Salesf
orce

Opportunity Line items

QuickBooks

transaction line
items

Direction

Line
Description

Description

QuickBooks to Salesforce only

Sales Price / List Price

Price

QuickBooks to Salesforce only

Quantity

Quantity

QuickBooks to Salesforce only

Total

Price (Standard)

Amount(Amount)

QuickBooks to Salesforce only

Sales
f
orce Products

QuickBooks

Items

Direction

Produc
t Code


For sync purposes only

For sync purposes only

Note
-

program will overwrite
any data in
this field, do not
modify

Product
Name

Name

QuickBooks to Salesforce only

Standard Price

Sales Price

QuickBooks to Salesforce only

Salesforce QuickBooks Products

(Custom
Tab)

QuickBooks

Items

Direction

Quantity on Hand
(Custom Field)

Quantity on Hand

QuickBooks to Salesforce only

Quantity on Sales Order (Custom Field
)

Quantity on Sales Order

QuickBooks to Salesforce only

Quantity on Purchase Order (
Custom Field

Quantity on Purchase Order

QuickBooks to Salesforce only

Taxable (Custom Field)

Taxable

QuickBooks to Salesforce only

Unit Price

Unit Price

QuickBooks to Salesforce only