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

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