QuickBooks Sync: FAQ - What Fields Sync with QuickBooks?
CRM transactions sync to QuickBooks as follows:
On the Quick Books Transactions Index Screen, CRM transactions sync as:
|
CRM |
QuickBooks |
|
Transaction Date |
Date |
|
Invoice or Payment |
Type |
|
Invoice Number or Payment Reference Number |
No. |
|
Contact Name |
Customer |
|
|
Due Date (assigned by QB based on QB settings; no equivalent in CRM |
|
Balance Remaining/Owed (this doesn’t show on the financial screen, but does show on the Invoice screen) |
Balance |
|
Amount (amount paid) |
Total |
|
|
Status (assigned by QB based on if there is a remaining balance) |
|
Account |
Account (not shown on any QB screen – can only be viewed by running a report in QB) |
On the QuickBooks Invoice screen, CRM transactions sync as:
|
CRM |
QuickBooks |
|
Item Name (donation fund, membership level, or event name) |
Product/Service |
|
Contact Name |
Customer |
|
Invoice Number |
Invoice Number |
|
Transaction Date |
Invoice Date |
|
Net Amount |
Amount |
|
Class |
Class |
|
Payment Date |
Payment Date |
|
Payment Amount |
Amount Received |
On the QuickBooks Invoice – payment details screen, CRM transactions sync as:
|
CRM |
QuickBooks |
|
Payment Date |
Date |
|
Payment Amount |
Amount applied |
|
Payment Reference |
Payment no. |
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