Quote

In this section, you will see how to do mapping for Quote entity.

Field Mappings for Quote:

CRM Attribute Name	QB Attribute Name	Description
Customer	Customer	Customer gets mapped to Customer.
Total Amount	Total	Gets calculated automatically.
Freight Amount	Shipping charges	Freight amount gets mapped to Shipping charges.
Quote Discount	Discount	Invoice Discount gets mapped to Quote Discount field.
Detail Amount	Sub-total
Accounting Ref	Estimate #	Estimate # number of QB estimate gets mapped to Accounting ref in CRM.
Customer Address	Name/Address	Note: CRM addresses of customers Lines are mapped to QB Address details as follows: CRM address <--> QB address Address Name + Address 1:Primary Contact Name + Street 1 + Street 2 + Street 3 <--> Address City <--> City State/Province <--> State/Province Zip/Postal Code <--> Zip/Postal Code Country/Region <--> Country/Region
Name	Memo	Name gets mapped to memo.
Payment Terms	Terms	Payment Terms gets mapped to Terms.
Owner	Rep	Note: Here we check who is the owner of Quote and then check what is Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa. This is not available in QuickBooks Online.
Tax	Sales Tax	Sales Tax on the Quote is populated with the Tax amount specified in the quote. Sales Tax code/authority is picked up from the Customer on the Quote.
Quote Product Mappings
Existing Product	Item	CRM Product gets mapped to QB product.
Write-In Product	Item (Write-In from special product mappings)	Write-In product gets mapped to item from special product mapping.
Unit	Unit of Measure	Unit gets mapped to UOM. Note: This is not available in QuickBooks Online.
Price Per unit	Cost	Price Per Unit gets mapped to Rate.
Quantity	QTY	Quantity gets mapped to Ordered.
Amount	Total	Note: Amount gets calculated automatically in QB.
Manual Discount	Item (Discount from special product mappings)	Manual Discount gets mapped to Discount from special product mappings.

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