For any synchronization to be successful, mapping fields between Vtiger and QuickBooks is necessary to ensure information is transferred mutually.
Take a look at the default field mapping for this integration.
Synchronization of Contacts Vtiger | QuickBooks |
First Name | First Name |
Last Name | Last Name |
Organization Name | Company Name |
Office Phone | Phone |
Mobile Phone | Mobile |
Secondary Phone | Other Phone |
Fax | Fax |
Primary Email | Email |
Mailing Street | Street |
Mailing City | City |
Mailing State | State |
Mailing Zip | Zip |
Mailing Country | Country |
Description | Notes |
Vtiger to QuickBooksThe Display Name field is mandatory in QuickBooks. Hence the First Name and Last Name fields are combined and displayed as Display Name in QuickBooks.
QuickBooks to Vtiger- The Last Name field is mandatory in Vtiger. If the Last Name field in QuickBooks is empty, the Display Name is taken as the Last Name in Vtiger CRM.
- If the Company field is empty, a default organization record QB Sync No Company is created, and a contact is associated with it.
Synchronization of Products and Services Data
Vtiger | QuickBooks |
Product Name | Name |
Service Name | Name |
Unit Price | Price/Rate |
Description | Description |
Vtiger to QuickBooksProducts/Services is a single entity in QuickBooks, whereas Vtiger offers Products and Services as two different modules. During the sync process, Products and Services in Vtiger are jointly mapped as the Products/Services module in QuickBooks.
QuickBooks to Vtiger- Records in Products are synced to the Products module in Vtiger CRM.
- Records in Services are synced to the Services module in Vtiger CRM.
Synchronization of Vendor Data Vtiger | QuickBooks |
Vendor Name | Name |
Primary Email | Email |
Primary Phone | Phone |
Website | Website |
Street | Street |
City | City |
State | State |
Postal Code | Zip |
Synchronization of Vendor Data Vtiger | QuickBooks |
Contact Name | Customer Name |
QB Invoice No | Invoice No |
Invoice Date | Invoice Date |
Invoice Due Date | Invoice Due Date |
Billing Address | Bill Address |
Shipping Address | Ship Address |
Products | Products |
Services | Services |
Quantity | Quantity |
Field Mapping Limitations
Vtiger to QuickBooks- Invoices that are not related to any Contact record in Vtiger CRM are not synced to QuickBooks.
- Vtiger CRM Invoices are not synced.
Note: You can add a custom field created in QuickBooks; you can do so by using the Add Custom Mapping feature.