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
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