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
    • Customer Name -> Search Name
    • Company Name - This value is not synced. QuickBooks Desktop uses this for display purposes only. When creating sales orders in QuickBooks Desktop it uses the first line from the Bill To Address information for the company name. Because of this we map the Bill To Address information to our customer address fields.
    • 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
    • Order Number
    • 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
    • Order Number
    • 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