# 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                                  | <p><strong>Note</strong>: <em>CRM addresses of customers Lines are mapped to QB Address details as follows:</em></p><p><em><strong>CRM address</strong></em> <em><strong><--></strong></em> <em><strong>QB address</strong></em></p><p><em>Address Name</em> <em>+ Address 1:Primary Contact Name + Street 1 + Street 2 + Street 3 <strong><--></strong> Address</em></p><p><em>City <strong><--></strong> City</em></p><p><em>State/Province <strong><--></strong> State/Province</em></p><p><em>Zip/Postal Code <strong><--></strong> Zip/Postal Code</em></p><p><em>Country/Region <strong><--></strong> Country/Region</em></p> |
| 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                               | <p>Unit gets mapped to UOM.</p><p><strong>Note:</strong> <em>This is not available in QuickBooks Online</em>.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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