Account
In this section you will see how to do mapping for Account entity.
Field Mappings for Account:
CRM Attribute Name
QB Attribute Name
Description
Account Name
Company Name
Note: When you sync from CRM to QB, Account name gets mapped to Company name and the Customer name is set as Company name.
Also when you sync from QB to CRM check if Customer contains Company name then sync that customer as Account in CRM.
Account Number
Account No.
Account Number of CRM gets mapped to Account No. in QB and vice versa.
Main Phone
Main Phone
Main Phone of CRM gets mapped to Main Phone in QB and vice versa.
Other Phone
Alt. Phone
Other Phone of CRM gets mapped to Alt. Phone in QB and vice versa.
Payment Terms
Payment Terms
Payment Terms of CRM gets mapped to Payment Terms in QB and vice versa.
Note: Consider in both systems payment terms are specified with same names.
Price List
Price Level
Price List of CRM Account gets mapped with Price Level in QB customer and vice versa.
Note: Price Lists/Price Levels should have the same names in both systems.
This is not available for sync in QuickBooks Online.
Owner
Rep
Note: Here we check who is the owner of the account and then check what is the 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 for sync in QuickBooks Online.
Fax
Fax
Fax of CRM Account gets mapped with Fax in QB customer and vice versa.
Email
Main Email
Email of CRM Account gets mapped with Main Email in QB customer and vice versa.
If the Account has a primary contact, the email address from the contact will be picked up.
Credit Limit
Credit Limit
Credit Limit of CRM Account gets mapped with Credit Limit in QB customer and vice versa.
Currency
Currency
Currency of CRM Account gets mapped with Currency in QB customer and vice versa.
Note: Both CRM and QuickBooks system must have same currency names.
Primary Contact
Contact
Primary Contact of CRM gets mapped to Contact in QB as follows:
Primary Contact <--> Contact
Salutation <--> Full Name (Salutation)
First Name <--> Full Name (First Name)
Middle Name <--> Full Name (Middle ) Initials (only Middle Initials must specify)
Last Name <--> Last Name
Category
Customer Type
Category of CRM Account gets mapped with Customer Type in QB customer and vice versa.
Note: Both CRM and QuickBooks system must have same Category and Customer type.
Address section
Address Details /Invoice Bill To
Note: CRM addresses Lines gets 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
Last modified 6mo ago
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