Salesforce for QuickBooks

thickspookySoftware and s/w Development

Feb 21, 2014 (3 years and 8 months ago)

523 views

Salesforce for QuickBooks


Professional Edition

& Salesforce Integration

Data Mapping Guide for QuickBooks
Online Editions

Salesforce
Account

QuickBooks
Customer

Sync
Direction

Account Name

Customer Name

Bidirectional

Billing Address

Bill To Address

Bidirectional

Customer List ID

Not a field in QuickBooks

Do not edit or delet
e

Credit Limit (Custom Field)

Not a field in QuickBooks

Not
A
pplicable

Email

Email

Bidirectional

Fax

Fax

Bidirectional

First Name & Last Name

Contact Name

Bidirectional

Phone

Phone

Bidirectional

Shipping Address

Ship To 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)

Not applicable

Not applicable

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)

Not applicable

Not applicable

Terms (Custom Field)

Terms

QuickBooks to Salesforce only

Website (Custom Field)

Website

Bidirectional

Salesforce Opportunities

QuickBooks Estimate

Sync
Direction

Billing Address (Custom Field)

Bill To Address

Updated automatically using billing
address on Account. If modified on
the Opportunity, changes will not
be synced to QuickBooks.

Bidirectional

Due Date (Custom Field)

Expiration 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)

Updated with Billing Address

Updated automatically using
shipping
address on Account. If
modified on the Opportunity,
changes will not be synced

to
QuickBooks.

Bidirectional

Ship Date

Est. Ship Date

QuickBooks to Salesforce only

Total Amount

Total Amount

QuickBooks to Salesforce only

Transaction Date (Custom Field)

Date on transaction

Bidirectional

Transaction ID (Custom Field)

Not a field
on
Estimate

Updated by Sync with a value after
the Salesforce Opportunity is linked
with a QuickBooks Estimate. Do
not edit or delete this field.

Transaction Number (Custom Field)

Estimate number

Bidirectional

Transaction Type (Custom Field…set to
‘Estimat
e’

Estimate

Not applicable

Salesforce Opportunities

QuickBooks Invoice

Sync
Direction

Billing Address (Custom Field)

Bill To Address

Updated automatically using billing
address on Account. If modified on
the Opportunity, changes will not
be synced to
QuickBooks.

Bidirectional

Due Date (Custom Field)

Due Date

Bidirectional

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 To Address

Updated automatically using
shipping

address on Account. If
modified on the Opportunity,
changes will not be synced to
QuickBooks.

Bidirectional

Total Amount

(Custom Field)

Total Amount

QuickBooks to Salesforce only

Transaction Date (Custom Field)

Date
(Da
t
e on Invoice)

Bidirectional

Transaction ID (Custom Field)

Not a field on Invoice

Do not edit or delete

Transaction Number (Custom Field)

Invoice Number

QuickBooks to Salesforce Only

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

Invoice

Not
applicable

Opportunities

Sales Receipt

Sync
Direction

Billing Address (Custom Field)

Sold To

Updated automatically using billing
address on Account. If modified on
the Opportunity, changes will not
be synced to QuickBooks.

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 re
ady to be synced.
Automatically checked if

1.

New opportunity or,

2.

Existing opportunity is
modified

Shipping Address (Custom Field)

Ship To Address

Updated automatically using
shipping
address on Account. If
modified on the Opportunity,
changes will not be
synced to
QuickBooks.

Bidirectional

Ship Date (Custom Field)

Ship

Date

QuickBooks to Salesforce only

Total Amount

(Custom Field)

Total Amount

QuickBooks to Salesforce only

Transaction Date (Custom Field)

Date (Date on Sales Receipt
)

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

Salesforce 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

Salesforce Products

QuickBooks
Products and
Services

Sync
Direction

Product 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

Sync
Direction

Quantity on Hand (Custom Field)

Quantity on Hand

Not applicable

Quantity on Sales Order (Custom Field)

Not Applicable

Not applicable

Quantity on Purchase Order (Custom Field

Quantity on Purchase Order

Not applicable

Taxable (Custom Field)

Taxable

QuickBooks to Salesforce only

Unit
Price

Unit Price

QuickBooks to Salesforce only