FAQs in this section
What is MYOB?
What is MYOB Vtiger CRM integration?
What are the benefits of MYOB integration with Vtiger CRM?
What are the prerequisites for MYOB integration?
How do I install MYOB Accounting?
How do I configure MYOB Sync with Vtiger CRM?
How do I configure MYOB Accounting on Vtiger CRM?
How do I sync MYOB data with Vtiger CRM?
What is the MYOB-Sync Log?
What are MYOB Items and Invoices Tax Management with Vtiger CRM?
What is the MYOB and Vtiger CRM field mapping?
What are MYOB Vtiger integration limitations?
What modules are available for MYOB Accounting - Vtiger CRM integration?
How do I install Tally in Vtiger CRM?
How do I configure Tally in Vtiger CRM?
How do I sync data between Tally and Vtiger CRM?
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
What is the field mapping for Stock Items in Tally to Products in Vtiger?
What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger?
What is the field mapping for sales orders in Tally Vtiger integration?
What are the key enhancements made to the Tally and Vtiger integration?
What are the limitations of Tally and Vtiger integration?
What is the behavior of Tally and Vtiger integration?
What is the QuickBooks integration with Vtiger CRM?
How do I install QuickBooks?
How do I configure and set up QuickBooks with Vtiger?
How do I synchronize QuickBooks with Vtiger?
What are the limitations of the Vtiger - Quickbooks sync process?
Can I integrate Stripe with Vtiger CRM?
How do I integrate my Stripe account with Vtiger CRM?
How do I use the Stripe gateway in Vtiger
What modules can I sync between MYOB and Vtiger CRM?
How do I sync contacts between MYOB Contacts and Vtiger CRM Contacts?
How do I sync MYOB Contacts to Vtiger CRM Organizations?
How do I sync MYOB Invoices to Vtiger CRM Invoices?
What is the field mapping for sales orders in the Tally and Vtiger integration?
What is the Sub-Voucher type value from the Tally account mapped in the CRM?
Can I sync the Bundle product type in Vtiger to the bundle in Quickbooks?
What is Instamojo?
What is the purpose of Instamojo integration with Vtiger CRM?
What are the prerequisites for Instamojo integration with Vtiger CRM?
What are the benefits of Instamojo integration with Vtiger CRM?
How do I install the Payments module in Vtiger CRM?
How do I configure Instamojo in Vtiger CRM?
What are the options for creating a payment record in Vtiger CRM?
What are the columns in Payment’s List View?
What are the Summary View actions in the Payments record?
What is the Send Link option in the Payments record?
What is the Pay Now option in the Payments record?
How do I export a Payment record?
How do I print a Payment record?
Can I delete a Payment record?
Does Instamojo support all currencies?

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.
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