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.