Data Mapping Guide for Quickbooks Pro, Premier & Enterprise 2011/11.0 and Higher

Salesforce for QuickBooks

Professional EditionSalesforce Integration

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

SalesforceAccount / 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 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 / Phone / Bidirectional
ShippingAddress / 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) / 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

Opportunity with STAGE CLOSED WON is created for a newly created Account or,
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
BillingAddress (Custom Field) / Bill To Address / Bidirectional
DueDate (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

New opportunity or,
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
TransactionDate (Custom Field) / Date on transaction / Bidirectional
Transaction ID (Custom Field) / Not a field on Invoice / Do not edit or delete this field
TransactionNumber (Custom Field) / Estimate number / QuickBooks to Salesforce only
TransactionType (Custom Field…set to ‘Estimate’ / Estimate / Not applicable
SalesforceOpportunities / QuickBooks Invoice / Sync Direction
BillingAddress (Custom Field) / Bill To Address / 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

New opportunity or,
Existing opportunity is modified

New opportunity or,
Existing opportunity is modified

ShipDate (Custom Field) / Ship Date / QuickBooks to Salesforce only
ShippingAddress (Custom Field) / Ship To Address / Bidirectional
Total Amount / Total Amount / QuickBooks to Salesforce only
TransactionDate (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
TransactionNumber (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
BillingAddress (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
ShippingAddress (Custom Field) / Ship To Address / Bidirectional
ShipDate (Custom Field) / Ship / QuickBooks to Salesforce only
TransactionDate (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
TransactionNumber (Custom Field) / Sales Receipt Number / Bidirectional
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
TotalPrice (Standard) / Amount(Amount) / QuickBooks to Salesforce only
Salesforce Products / QuickBooks Items / 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 / 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