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

Field Mappings for Product:

CRM Attribute Name

QB Attribute Name



Item Name/Number

Note: When we sync product from CRM to QB, ID gets mapped to Item Name/Number and when product is synced from QB to CRM its Item Name/Number gets mapped to ID and Name.

Current Cost


Current cost of CRM gets mapped to QuickBooks Cost in Purchase Information section and vice versa.


Description on Purchase Transaction OR Description on Sales Transaction

Note: When Description is moved from CRM to QB it will get synced to Description on Sales Transaction. But for QB to CRM, we check if sales description exists. If yes then we map that sales description to description and if sales description does not exist in QB, then we check for purchase description. If that exists, we will map that to description of CRM.

List Price

Sales Price

List Price of CRM gets mapped to QuickBooks Sales Price in Sales Information section and vice versa.

Product Type


Note: We have defined mappings for product type as follows:

CRM <--> QuickBooks

Services <--> Service

Sales Inventory <--> Inventory Part

Non-Inventory <--> Non-Inventory Part

Flat Fees <--> Other Charge

Quantity on Hand

On Hand (In case of Inventory product)

Quantity on hand get mapped only for (Sales Inventory part)

Reorder Point

Reorder Point (In case of Inventory product)

Reorder Point get mapped only for (Sales Inventory part)

Default Unit

Unit of Measure (Unit from Unit Group)

If QB supports Unit of measure, then it gets synced from CRM to QB.

Unit Group

Unit of Measure

Same as above.


Preferred Vendor

Vendor gets mapped to Preferred Vendor and vice versa.

Note: Preferred vendor list from QB must have name exist in that list when it gets synced from CRM to QB.

Vendor part number

Manufacturer’s Part Number

Vendor part number gets mapped to Manufacturer’s Part Number and vice versa.

Default Price List


Decimal Supported


Note: When you sync Products from CRM to QuickBooks it is necessary to set Asset Account, Income Account and COGS account. The defaults are read from the Product preferences.


Asset Account (only for inventory part)


Income Account (for all types of Items)


COGS Account (only for inventory part)

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