Mappings - mkplabs/systogether-quickbooks GitHub Wiki

SysTogether includes default mappings based on common Salesforce and Quickbooks usage. You can also create your own mappings if you choose.

Viewing Mappings in Salesforce Included Mappings Custom Mappings

Viewing Mappings in Salesforce

Viewings are stored in a Custom Metadata named Quickbooks Mapping. You can access the list of Quickbooks Mappings from Setup

Included Mappings

Quickbooks Customer <-> Salesforce Account

  • BillAddr.City <-> BillingCity
  • BillAddr.Country <-> BillingCountry
  • BillAddr.CountrySubDivisionCode <-> BillingState
  • BillAddr.Line1 <-> BillingStreet
  • BillAddr.PostalCode <-> BillingPostalCode
  • BillAddr.PostalCode <-> BillingPostalCode
  • CompanyName <-> Name
  • DisplayName <-> Name
  • Fax.FreeFormNumber <-> Fax
  • FullyQualifiedName <-> Name
  • Id <-> stqb__Quickbooks_Id__c
  • MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
  • MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
  • Notes <-> Description
  • PrimaryPhone.FreeFormNumber <-> Phone
  • ShipAddr.City <-> ShippingCity
  • ShipAddr.Country <-> ShippingCountry
  • ShipAddr.CountrySubDivisionCode <-> ShippingState
  • ShipAddr.Line1 <-> ShippingStreet
  • ShipAddr.PostalCode <-> ShippingPostalCode
  • WebAddr.URI <-> Website

Quickbooks Invoice <-> Salesforce Invoice (stqb__Invoice__c)

  • AllowOnlineACHPayment <-> stqb__AllowOnlineACHPayment__c
  • AllowOnlineCreditCardPayment <-> stqb__AllowOnlineCreditCardPayment__c
  • ApplyTaxAfterDiscount <-> stqb__ApplyTaxAfterDiscount__c
  • BillEmail.Address <-> stqb__BillEmail__c
  • CustomerMemo.value <-> stqb__CustomerMemo__c
  • CustomerRef.value <-> stqb__Account__r.stqb__Quickbooks_Id__c
  • DocNumber <-> stqb__DocNumber__c
  • DueDate <-> stqb__DueDate__c
  • EmailStatus <-> stqb__EmailStatus__c
  • Id <-> stqb__Quickbooks_Id__c
  • MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
  • MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
  • PrivateNote <-> stqb__PrivateNote__c
  • TotalAmt <-> stqb__TotalAmt__c
  • TxnDate <-> stqb__TxnDate__c

Quickbooks Invoice Line <-> Salesforce Invoice Line (stqb__Invoice_Line__c)

  • Amount <-> stqb__Amount__c
  • Description <-> stqb__Description__c
  • DetailType <-> stqb__DetailType__c
  • Id <-> stqb__Quickbooks_Id__c
  • SalesItemLineDetail.ItemRef.value <-> stqb__ItemRef_value__c
  • LineNum <-> stqb__LineNum__c
  • SalesItemLineDetail.Qty <-> stqb__Qty__c
  • SalesItemLineDetail.ServiceDate <-> stqb__ServiceDate__c
  • SalesItemLineDetail.UnitPrice <-> stqb__UnitPrice__c

Quickbooks Item <-> Salesforce Product (Product2)

  • Active <-> IsActive
  • MetaData.CreateTime <-> stqb__Quickbooks_CreateTime
  • MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
  • Description <-> Description
  • FullyQualifiedName <-> Name
  • Id <-> stqb__Quickbooks_Id__c
  • IncomeAccountRef.name <-> stqb__Quickbooks_IncomeAccountRef_Name__c
  • IncomeAccountRef.value <-> stqb__Quickbooks_IncomeAccountRef_Id__c
  • Name <-> Name
  • Type <-> Family

Quickbooks Item <-> Salesforce PricebookEntry

  • Id <-> Quickbooks_Id__c
  • Active <-> IsActive
  • UnitPrice <-> UnitPrice

Quickbooks Payment <-> Salesforce Payment (stqb__Payment__c)

  • CustomerRef.value <-> stqb__Account__r.stqb__Quickbooks_Id__c
  • Id <-> stqb__Quickbooks_Id__c
  • MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
  • MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
  • PaymentMethodRef.value <-> stqb__PaymentMethodRef_value__c
  • PaymentRefNum <-> stqb__PaymentRefNum__c
  • TotalAmt <-> stqb__TotalAmt__c
  • TxnDate <-> stqb__TxnDate__c

Quickbooks Payment Line <-> Salesforce Payment Line (stqb__Payment_Line__c)

  • Amount <-> stqb__Amount__c
  • Id <-> stqb__Quickbooks_Id__c
  • LinkedTxn.TxnId <-> stqb__Invoice__r.stqb__Quickbooks_Id__c

Custom Mappings

You can create and modify mappings yourself too!