How does field mapping work in QuickBooks - Vtiger integration?

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 QuickBooks
The 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 QuickBooks
Products/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.

Was this FAQ helpful?

0 out of 0 found this helpful.

Comments 0

Be the first to comment

FAQs in this section

How does field mapping work in QuickBooks - Vtiger integration?

Table of Contents

Comments 0