Just how do I map custom fields to QuickBooks Desktop?
Am I using QuickBooks custom fields?
Many of our customers are employing pre-built fields. These fields are much easier to set-up so we recommend with them, as opposed to creating a custom field in QuickBooks. To make use of these fields, follow these steps:
In QuickBooks, open an invoice.
Click the manage tab and then click customize data layout:
If you see your field names various other or FOB, then you are using a predefined field.
Just how do I bind a custom field to your QuickBooks other or FOB field?
In this example, we shall map an order custom field towards the QuickBooks other field. Utilising the QuickBooks other or FOB fields required fewer steps to map, considering that the fields already exist in QuickBooks.
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Here you will find the steps:
Go directly to the Connex rules engine.
To map the other field, add this rule. To map FOB, change the action to map FOB.
How can I bind custom field to custom field?
Add Custom Field to QuickBooks
Here you will find the steps:
In QuickBooks, click customers on the top menu.
Select customer center.
Open a person.
Click additional information.
Regarding the right, click define fields.
Within the dialog, enter the custom field name and look the customer 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 list of sales. If you use WooCommerce, you need to check sync custom fields beneath the advanced transaction tab for the Connex configure page:
To use the tool, follow these steps:
Login to Connex.
On the left, click orders.
Click order previewer.
Fill out the search form to see your sale. If you utilize Shopify or WooCommerce therefore the order number fails to return the appropriate sale, use the date range search.
Expand the sale.
You'll see two tabs. The very first tab shows a list of custom fields which can be mapped. Without mapping, these fields remain unused. The 2nd tab shows a listing of custom fields which will sync to QuickBooks. Listed here is a good 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 can view this field on the other tab for the order previewer. Here you will find the steps:
Go right 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, until you reach conditions.
From your ordering solution, enter the field name:
Click next.
In the map to step, add the field name from QuickBooks.
Just 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 shall map the QuickBooks custom PO field to custom field one:
Go directly 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.
On the top nav, click on the arrow icon down.
Under admin in the right, click settings.
On the right, select order under set up custom fields for.
Click go.
Create a field and click view API names. In this example, the field is PurchaseOrder.
Go directly to the Connex for QuickBooks rules engine.
Click action and add new.
Add this rule.
The final two fields must have an underscore. When our software looks up custom fields, they have an underscore accompanied by the database name. Once you map the fields, Connex will discover _PurchaseOrder from a summary of fields and map it to your desired field.
How can I say if a custom field contains a phrase, then map to a different value
Please view the next example of mapping to some other value, in this case credit card term mapping.
