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Field Mapping
Accounts
Salesforce Account and Primary Contact to QuickBooks Customer. Primary contact is defined in Salesforce by the Is Primary Contact custom field on the Contact object.
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments |
| Billing Address |
Bill To Address Lines 3-4 |
Bill To Address Lines 1-3
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
If Account has a Primary Contact assigned, the billing address will be taken from the Contact. |
Billing City
|
Bill To City |
Bill To City
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Billing State
|
Bill To State
|
Bill To State |
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Billing Zip
|
Bill To Zip
|
Bill To Zip
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Billing Country
|
Bill To Country
|
Bill To Country
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
| Billing Address Block (c) |
Bill To Address fields |
Bill To Address fields
|
QuickBooks to Salesforce |
Address fields combined |
| Credit Limit (c) |
Credit Limit |
N/A
|
QuickBooks to Salesforce |
|
| External Account ID (c) |
ListID (hidden) |
ListID (hidden) |
QuickBooks to Salesforce |
|
Fax
|
Fax
|
Fax
|
Both
|
|
Name
|
Customer Name
Company Name
Bill To Address Line 1
Ship To Address Line 1 |
Name (Display Name As)
Company Name |
Both
|
When syncing QuickBooks to Salesforce, if Company Name is not blank, it is mapped to Account.Name. If it is blank then Display As Name is mapped to Account.Name. Subsequent Salesforce to QuickBooks syncs will update the Display As Name to the Account.Name (that is, the Company Name).
|
Parent Account
|
Parent Customer
|
Parent Customer
|
Desktop: Both
Online: Both (SFDC to QB Add Only) |
|
Phone
|
Phone
|
Phone
|
Both
|
|
Sales Rep (c)
|
Sales Rep
|
N/A
|
Both
|
|
| Shipping Address |
Ship To Address Lines 3-4 |
Ship To Address Lines 1-3 |
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Shipping City
|
Ship To City |
Ship To City
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Shipping State
|
Ship To State
|
Ship To State |
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Shipping Zip
|
Ship To Zip
|
Ship To Zip
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
Shipping Country
|
Ship To Country
|
Ship To Country
|
Desktop: Salesforce to QuickBooks (Add Only)
Online: Both |
|
| Shipping Address Block (c) |
Ship To Address fields |
Ship To Address fields |
QuickBooks to Salesforce |
Address fields combined |
Terms (c)
|
Terms
|
Terms
|
Both
|
|
(c) Denotes custom field
Contacts
Salesforce Contact to QuickBooks Customer. Only the Account's billing contact will be synced. The billing contact is defined by the "Is Billing Contact?" custom field on the Contact object.
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments
|
| Email |
Email |
Email
|
Both
|
|
| External Account ID (c) |
ListID (hidden) |
ListID (hidden) |
QuickBooks to Salesforce |
|
| External Contact ID (c) |
ListID (hidden) |
ListID (hidden) |
QuickBooks to Salesforce |
|
| First Name |
First Name |
First Name
|
Both |
|
| Last Name |
Last Name |
Last Name
|
Both |
|
| Mailing Address |
Bill To Address Lines 3-4 |
Bill To Address Lines 1-3
|
Salesforce to QuickBooks (Add Only)
|
If Account has a primary Billing Contact assigned, the billing address will be taken from the Contact.
|
Mailing City
|
Bill To City |
Bill To City
|
Salesforce to QuickBooks (Add Only)
|
|
Mailing State
|
Bill To State
|
Bill To State |
Salesforce to QuickBooks (Add Only) |
|
Mailing Zip
|
Bill To Zip
|
Bill To Zip
|
Salesforce to QuickBooks (Add Only) |
|
Mailing Country
|
Bill To Country
|
Bill To Country
|
Salesforce to QuickBooks (Add Only) |
|
| Name |
Contact, Address Line 2 |
N/A
|
Salesforce to QuickBooks
|
|
Phone
|
Alt. Phone
|
Alternate Phone
|
Both
|
|
| Salutation |
Salutation |
Salutation
|
Both |
|
(c) Denotes custom field
Opportunities
Salesforce Opportunity to QuickBooks Sales Order, Invoice, or Sales Receipt. Note that Sales Orders are not supported in QuickBooks Online or Desktop Pro editions.
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments
|
| Account |
Customer |
Customer
|
Both |
|
| Billing Address Block (c) |
Bill To Address fields |
Bill To Address fields |
QuickBooks to Salesforce |
Address fields combined |
| Class (c) |
Class |
Class
|
Both |
|
| Due Date (c) |
Due Date |
Due Date
|
Both |
|
| External Transaction ID (c) |
TxnID (hidden) |
TxnID (hidden) |
QuickBooks to Salesforce |
|
| External Transaction Number (c) |
Transaction # |
Transaction #
|
Both |
Will use existing QuickBooks sequence if left blank in Salesforce |
| Contact Mailing Address |
Bill To Address Lines 3-4 |
Bill To Address Lines 1-3 |
Salesforce to QuickBooks (Add Only) |
If the Opportunity has a primary Contact assigned via the Opportunity Contact Role, the billing address will be taken from the Contact's Mailing Address, otherwise it will be defaulted from the QuickBooks Customer. |
| Contact Mailing City |
Bill To City |
Bill To City |
Salesforce to QuickBooks (Add Only) |
|
| Contact Mailing State |
Bill To State |
Bill To State |
Salesforce to QuickBooks (Add Only) |
|
| Contact Mailing Zip |
Bill To Zip |
Bill To Zip |
Salesforce to QuickBooks (Add Only) |
|
| Contact Mailing Country |
Bill To Country |
Bill To Country |
Salesforce to QuickBooks (Add Only) |
|
| Contact Other Address |
Ship To Address Lines 3-4 |
Ship To Address Lines 1-3 |
Salesforce to QuickBooks (Add Only) |
If the Opportunity has a primary Contact assigned via the Opportunity Contact Role, the shipping address will be taken from the Contact's Other Address, otherwise it will be defaulted from the QuickBooks Customer. |
| Contact Other City |
Ship To City |
Ship To City |
Salesforce to QuickBooks (Add Only) |
|
| Contact Other State |
Ship To State |
Ship To State |
Salesforce to QuickBooks (Add Only) |
|
| Contact Other Zip |
Ship To Zip |
Ship To Zip |
Salesforce to QuickBooks (Add Only) |
|
| Contact Other Country |
Ship To Country |
Ship To Country |
Salesforce to QuickBooks (Add Only) |
|
| PO Number (c) |
PO Number |
N/A
|
Both (N/A for Sales Receipts) |
|
| Shipping Address Block (c) |
Ship To Address fields |
Ship To Address fields |
QuickBooks to Salesforce |
Address fields combined |
| Sales Rep (c) |
Sales Rep |
N/A
|
Both |
|
| Ship Date (c) |
Ship Date |
Ship Date
|
Both |
|
| Shipping Method (c) |
Ship Via |
N/A
|
Both |
|
Terms (c)
|
Terms
|
Terms
|
Both
|
|
| Transaction Date (c) |
Transaction Date |
Transaction Date
|
Both |
|
(c) Denotes custom field
Opportunity Products
Salesforce Opportunity Products to QuickBooks Sales Order, Invoice, or Sales Receipt line items. Note that Sales Orders are not supported in QuickBooks Online or Desktop Pro editions.
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments |
| Description |
Description |
Description
|
Both |
|
| External Line ID (c) |
TxnLineID (hidden) |
TxnLineID (hidden) |
QuickBooks to Salesforce |
|
| Product Code |
Item |
Item
|
Both |
|
| Quantity |
Quantity |
Quantity
|
Both |
|
| Unit Price |
Rate |
Rate
|
Both |
|
(c) Denotes custom field
Products
QuickBooks Items to Salesforce Products. This mapping is QuickBooks to Salesforce only.
- QuickBooks Desktop Item types supported: Services, Inventory Parts, Non-Inventory Parts, Other Charges, Discounts, Fixed Assets, and Item Assemblies
- QuickBooks Online Item types supported: Services
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments |
| External Item ID (c) |
ListID (hidden) |
ListID (hidden) |
QuickBooks to Salesforce |
|
| Product Code |
Item Name |
Item Name
|
QuickBooks to Salesforce |
|
| Product Description |
(Sales) Description |
Description
|
QuickBooks to Salesforce |
|
| Product Name |
Item Name
(Sales) Description |
Item Name
Description |
QuickBooks to Salesforce |
Mapped with QB Item Name by default, however can choose to map with QB Description instead by changing the Sync Preference in the Widget.
|
| Quantity Allocated (c) |
Inventory, On Sales Order |
N/A
|
QuickBooks to Salesforce |
Inventory Part type items only
|
| Quantity On Hand (c) |
Inventory, On Hand |
N/A
|
QuickBooks to Salesforce |
Inventory Part type items only |
| Standard Price |
Rate/Sales Price |
Rate
|
QuickBooks to Salesforce |
On the Standard Pricebook Entry record
|
(c) Denotes custom field
Invoices
QuickBooks Invoice to Salesforce custom Invoice object. This mapping is QuickBooks to Salesforce only.
| Salesforce Field |
QB Desktop Field |
QB Online Fields
|
Direction |
Comments
|
| Account (c) |
Customer |
Customer
|
QuickBooks to Salesforce |
|
| Billing Address Block (c) |
Bill To Address fields |
Bill To Address fields |
QuickBooks to Salesforce |
Address fields combined |
| Class (c) |
Class |
Class
|
QuickBooks to Salesforce |
|
| Due Date (c) |
Due Date |
Due Date
|
QuickBooks to Salesforce |
|
| External Invoice ID (c) |
TxnID (hidden) |
TxnID (hidden) |
QuickBooks to Salesforce |
|
| Invoice Date (c) |
Invoice Date |
Invoice Date
|
QuickBooks to Salesforce |
|
| Invoice Number (c) |
Invoice Number |
Invoice Number
|
QuickBooks to Salesforce |
|
| Is Paid (c) |
N/A
|
N/A
|
QuickBooks to Salesforce |
Calculated
|
| Outstanding Balance (c) |
Balance Due |
Balance Due
|
QuickBooks to Salesforce |
|
| PO Number (c) |
PO Number |
N/A
|
QuickBooks to Salesforce |
|
| Sales Rep (c) |
Sales Rep |
N/A
|
QuickBooks to Salesforce |
|
| Ship Date (c) |
Ship Date |
Ship Date
|
QuickBooks to Salesforce |
|
| Shipping Address Block (c) |
Ship To Address fields |
Ship To Address fields |
QuickBooks to Salesforce |
Address fields combined
|
| Shipping Method (c) |
Ship Via |
Ship Via
|
QuickBooks to Salesforce |
|
| Subtotal (c) |
Subtotal |
Subtotal
|
QuickBooks to Salesforce |
|
Terms (c)
|
Terms
|
Terms
|
QuickBooks to Salesforce
|
|
(c) Denotes custom field
Invoice Items
QuickBooks Invoice line items to Salesforce custom Invoice Items. This mapping is QuickBooks to Salesforce only.
| Salesforce Field |
QB Desktop Field |
QB Online Field
|
Direction |
Comments
|
| Amount (c) |
Amount |
Amount
|
QuickBooks to Salesforce |
|
| External Line ID (c) |
TxnLineID (hidden) |
TxnLineID (hidden)
|
QuickBooks to Salesforce |
|
| Description (c) |
Description |
Description
|
QuickBooks to Salesforce |
|
| Invoice Item Number (c) |
N/A (auto number) |
N/A (auto number) |
QuickBooks to Salesforce |
|
| Product Code (c) |
Item Name |
Item Name
|
QuickBooks to Salesforce |
|
| Quantity (c) |
Quantity |
Quantity
|
QuickBooks to Salesforce |
|
| Rate (c) |
Rate |
Rate
|
QuickBooks to Salesforce |
|
(c) Denotes custom field
See Also:
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