How do I map custom fields to QuickBooks Desktop?
Am I using QuickBooks custom fields?
A number of our customers are utilizing pre-built fields. These fields are a lot easier to set-up and now we recommend using them, rather than creating a custom field in QuickBooks. To make use of these fields, follow these steps:
In QuickBooks, open an invoice.
Click on the manage tab and click customize data layout:
If you notice your field names various other or FOB, then you are using a predefined field.
How do I bind a custom field to your QuickBooks other or FOB field?
In this example, we're going to map an QuickBooks Desktop Custom Fields. Utilising the QuickBooks other or FOB fields required fewer steps to map, considering that the fields already exist in QuickBooks.
Here you will find the steps:
Go to the Connex rules engine.
To map the other field, add this rule. To map FOB, change the action to map FOB.
Just how do I bind custom field to custom field?
Add Custom Field to QuickBooks
Here are the steps:
In QuickBooks, click customers at the top menu.
Select customer center.
Open a customer.
Click additional info.
On the right, click define fields.
Into the dialog, go into the custom field name and check the consumer box.
In the what type of data field, enter any text. Other data types are not supported at this time:
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View a list of custom fields to map
Connex for QuickBooks has an order previewer tool will show a listing of sales. If you are using WooCommerce, you need to check sync custom fields under the advanced transaction tab for the Connex configure page:
To utilize the tool, follow these steps:
Login to Connex.
On the left, click orders.
Click order previewer.
Fill in the search form to see your sale. If you utilize Shopify or WooCommerce plus the order number does not return the proper sale, make use of the date range search.
Expand the sale.
You will notice two tabs. The very first tab shows a listing of custom fields that can be mapped. Without mapping, these fields remain unused. The next tab shows a listing of custom fields which will sync to QuickBooks.
The following is an example of a custom field:
Fields Available
Fields Mapped
Add Mappings
In the event that you add a mapping and there's no value, then Connex will insert no text and move onto the second field to map. In this example, the order syncing to QuickBooks contains a mapping for PO number. You will see this field on the other side tab for the order previewer. Here are the steps:
Go directly to the Connex for QuickBooks rules engine.
Click add new rule.
Click map custom field through the templates menu:
Add a name for the rule.
Click next, before you reach conditions.
From your ordering solution, enter the field name:
Click next.
From the map to step, add the field name from QuickBooks.
How do I map fields from QuickBooks to ShipStation custom fields?
Away from box, the QuickBooks sales rep and terms field are mapped to custom field three.
In this example, we will map the QuickBooks custom PO field to custom field one:
Go right to the Connex for QuickBooks rules engine.
Click action and add new.
Add this rule.
How do you map Infusionsoft custom fields to QuickBooks?
Here are the steps:
Login to Infusionsoft.
At the top nav, click the arrow icon down.
Under admin regarding the right, click settings.
On the right, select order under put up custom fields for.
Click go.
Create a field and click view API names. In this example, the field is PurchaseOrder.
Go to the Connex for QuickBooks rules engine.
Click action and add new.
Add this rule.
The past two fields should have an underscore. When our software looks up custom fields, they will have an underscore accompanied by the database name. Once you map the fields, Connex will discover _PurchaseOrder from a list of fields and map it to the desired field.
Just how do I say if a custom field contains a phrase, then map to a different value
Please view the next exemplory instance of mapping to some other value, in this case credit card term mapping.