How It Works

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The following data is downloaded from QuickBooks Desktop:

  • Chart of Accounts -> G/L Accounts
  • Sales Tax Items -> Tax Codes
  • Sales Tax Groups -> Tax Schedules
  • Payment Terms -> Terms
  • Price Levels -> Customer Types
  • Customers
    • ListID -> Customer Number
    • Full Name -> Search Name
    • Bill To Address.Address 1 -> Name
    • Bill To Address.Address 2 -> Address 1
    • Bill To Address.Address 3 -> Address 2
    • Bill To Address.Address 4 -> Address 3
    • Bill To Address.City -> City
    • Bill To Address.State -> State
    • Bill To Address.Postal Code -> Zip
    • Bill To Address.Country -> Country
    • Phone 1
    • Phone 2
    • Email Address
    • Tax Code -> Taxable (If blank then true)
    • Tax Item
      • If Sales Tax Item -> Tax Code
      • If Sales Tax Group -> Tax Schedule
      • If blank -> Connector Default Tax Code or Schedule
    • Resale Number -> Tax Exempt Number
    • Credit Limit
    • Payment Terms -> Terms (if blank then use Connector Default Terms)
    • Price Level -> Customer Type (if Price Level is blank then use Connector Default Customer Type)
    • Preferred Delivery Method -> Invoice Method
    • If a job/sub customer
      • Parent's Customer Number -> Parent Customer Number
      • Parent's Tax Code -> Tax Code
      • Parent's Tax Schedule -> Tax Schedule
      • Parent's Tax Excempt Number -> Tax Excempt Number
      • Parent's Taxable -> Taxable
    • Connector Default Ship Via -> Ship Via
    • Connector Default Sales Person -> Sales Person
  • Ship Tos
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Default Ship To -> Customer's Default Ship To
  • All Items
    • Full Name -> Item Number
    • If Sales Description <= 255 characters in length
      • Sales Description -> Short Description
    • Category
      • Has Components -> Manufactured
      • No Components -> Purchased
    • Connector Account Default Location -> Default Location
    • Sales Price -> Price
    • Average Cost -> Average Cost
    • Quantity On Sales Order -> Quantity Allocated
    • Quantity On Order -> Quantity On Order
    • Quantity On Hand-> Quantity On Hand
    • Components -> Bill of Material
    • If New and Sales Description > 255 characters in length
      • Sales Description -> Long Description
  • Inventory Parts
    • Stocked = True
    • Service Pro Type = Inventory
  • Service Items
    • Stocked = False
    • Service Pro Type = Unassigned
  • Non Inventory Parts
    • Stocked = False
    • Service Pro Type = Unassigned
  • Other Charges
    • Stocked = False
    • Service Pro Type = Unassigned
  • Item Groups
    • Stocked = False
    • Service Pro Type = Inventory
  • Inventory Assemblies
    • Stocked = True
    • Service Pro Type = Inventory
  • Sales Order Headers
    • Customer Number
    • Bill To Address
      • Address 1 -> Name
      • Address 2 -> Address 1
      • Address 3 -> Address 2
      • Address 4 -> Address 3
      • City -> City
      • State -> State
      • Postal Code -> Zip
      • Country -> Country
    • Ship To Address
      • Address 1 -> Name
      • Address 2 -> Address 1
      • Address 3 -> Address 2
      • Address 4 -> Address 3
      • City -> City
      • State -> State
      • Postal Code -> Zip
      • Country -> Country
    • PO Number
  • Sales Order Lines
    • Item Number
    • Description -> Item Description 1
    • Quantity -> Quantity Ordered
    • Rate -> Price

 

The following data is uploaded to QuickBooks Desktop. Properties not specified are left at the default value.

  • Customers
    • Customer Number -> Account Number
    • Search Name -> Name
    • Name -> Bill To Address.Address 1
    • Address 1 -> Bill To Address.Address 2
    • Address 2 -> Bill To Address.Address 3
    • Address 3 -> Bill To Address.Address 4
    • City -> Bill To Address.City
    • State -> Bill To Address.State
    • Zip -> Bill To Address.Postal Code
    • Country -> Bill To Address.Country
    • Phone 1
    • Phone 2
    • Email Address
    • Tax Code -> Sales Tax Item
    • Tax Schedule -> Sales Tax Group
    • Tax Exempt Number -> Resale Number
    • Credit Limit
    • Terms -> Payment Terms
    • Customer Type -> Price Level
    • Invoice Method -> Preferred Delivery Method
  • Sales Orders
    • Customer Number
    • Bill To Address
      • Name -> Address 1
      • Address 1 -> Address 2
      • Address 2 -> Address 3
      • Address 3 -> Address 4
      • City -> City
      • State -> State
      • Zip -> Postal Code
      • Country -> Country
    • Ship To Address
      • Name -> Address 1
      • Address 1 -> Address 2
      • Address 2 -> Address 3
      • Address 3 -> Address 4
      • City -> City
      • State -> State
      • Zip -> Postal Code
      • Country -> Country
    • PO Number
  • Sales Order Lines
    • Item Number
    • Item Description 1 -> Description
    • Quantity Ordered -> Quantity
    • Price -> Rate