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.
Last modified 6mo ago
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