Product
In this section, you will see how to do mapping for Product entity.
Field Mappings for Product:
CRM Attribute Name
QB Attribute Name
Description
ID
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
COST
Current cost of CRM gets mapped to QuickBooks Cost in Purchase Information section and vice versa.
Description
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
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.
Note: For QB to CRM if QB does not support UOM, or you have not defined UOM for QB Items then it will read the defaults from preference as shown below:
Unit Group
Unit of Measure
Same as above.
Vendor
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
NA
When a product is synced from QB to CRM it is necessary to set Default pricelist or it will read the default value from product preferences as shown below:
Decimal Supported
NA
When a product is synced from QB to CRM it is necessary to set Decimal Supported or it will read the default value from the preference of product as shown below:
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.
NA
Asset Account (only for inventory part)
NA
Income Account (for all types of Items)
NA
COGS Account (only for inventory part)
Last modified 6mo ago
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