Field Mappings between Dynamics 365 and QuickBooks: Account, Contact, & Product - Microsoft Dynamics 365 CRM Tips and Tricks

Introduction:
InoLink seamlessly synchronizes data between Dynamics 365 and QuickBooks. Individual fields of the records from Dynamics 365/Dynamics CRM are mapped to relevant fields of the records in QuickBooks for error-free data synchronization. In this article, we will describe the field mappings for Account, Contact, and Product between Dynamics 365/Dynamics CRM and QuickBooks
Field Mappings for Account:

CRM Attribute Name	QB Attribute Name	Description
Account Name	Company Name	Note: when you sync from CRM to QB, Account name gets mapped to Company name and the Customer name is set as Company name. Also when you sync from QB to CRM check if Customer contains Company name then sync that customer as Account in CRM.
Account Number	Account No.	Account Number of CRM gets mapped to Account No. in QB and vice versa.
Main Phone	Main Phone	Main Phone of CRM gets mapped to Main Phone in QB and vice versa.
Other Phone	Alt. Phone	Other Phone of CRM gets mapped to Alt. Phone in QB and vice versa.
Payment Terms	Payment Terms	Payment Terms of CRM gets mapped to Payment Terms in QB and vice versa. Note: Consider in both systems payment terms are specified with same names.
Price List	Price Level	Price List of CRM Account gets mapped with Price Level in QB customer and vice versa. Note: Price Lists/Price Levels should have the same names in both systems. This is not available for sync in QuickBooks Online.
Owner	Rep	Note: here we check who is the owner of the account and then check what is the Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa. This is not available for sync in QuickBooks Online.
Fax	Fax	Fax of CRM Account gets mapped with Fax in QB customer and vice versa.
Email	Main Email	Email of CRM Account gets mapped with Main Email in QB customer and vice versa. If the Account has a primary contact, the email address from the contact will be picked up.
Credit Limit	Credit Limit	Credit Limit of CRM Account gets mapped with Credit Limit in QB customer and vice versa.
Currency	Currency	Currency of CRM Account gets mapped with Currency in QB customer and vice versa. Note: both CRM and QuickBooks system must have same currency names.
Primary Contact	Contact	Primary Contact of CRM gets mapped to Contact in QB as follows. Primary Contact <-> Contact Salutation <-> Full Name (Salutation) First Name <-> Full Name (First Name) Middle Name <-> Full Name (Middle )Initials(only Middle Initials must specify) Last Name <-> Last Name
Category	Customer Type	Category of CRM Account gets mapped with Customer Type in QB customer and vice versa. Note: both CRM and QuickBooks system must have same Category and Customer type.
Address section	Address Details /Invoice Bill To	Note: CRM addresses Lines are get mapped to QB Address details as follows. CRM address <-> QB address Address Name+Address 1:Primary Contact Name+Street 1+Street 2+Street 3 <-> Address City <-> City State/Province <-> State/Province Zip/Postal Code <-> Zip/Postal Code Country/Region <-> Country/Region

Field Mappings for Contact:

CRM Attribute Name	QB Attribute Name	Description
Salutation	Full Name(Salutation)	Salutation from CRM contact gets mapped to FullName salutation in QB
First Name	Full Name(First Name)	First Name from CRM contact gets mapped to FullName First Name in QB
Middle Name	Full Name(M.I.)	Middle Name(initial only) from CRM contact gets mapped to FullName M.I. in QB
Last Name	Full Name(Last Name)	Last Name from CRM contact gets mapped to FullName Last Name in QB
Fax	Fax	Fax of CRM Contact gets mapped with Fax in QB customer and vice versa.
Email	Main Email	Email of CRM Contact gets mapped with Main Email in QB customer and vice versa.
Business Phone	Main Phone	Main Phone of CRM gets mapped to Main Phone in QB and vice versa.
Home Phone	Alt. Phone	Other Phone of CRM gets mapped to Alt. Phone in QB and vice versa.
Payment Terms	Payment Terms	Payment Terms of CRM gets mapped to Payment Terms in QB and vice versa. Note: Payment terms should have the same names in both systems.
Owner	Rep	Note: here we check who is the owner of the contact and then check what is the Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa. This is not available for sync in QuickBooks Online.
Credit Limit	Credit Limit	Credit Limit of CRM Contact gets mapped with Credit Limit in QB customer and vice versa.
Currency	Currency	Currency of CRM Contact gets mapped with Currency in QB customer and vice versa. Note: both CRM and QuickBooks systems must have same currency names.
Price List	Price Level	Price List of CRM Account gets mapped with Price Level in QB customer and vice versa. Note: both systems must have same Price Lists/Price Levels names. This is not available for sync in QuickBooks Online.
Address section	Address Details /Invoice Bill To	Note: CRM addresses Lines gets mapped to QB Address details as follows.CRM address <-> QB addressAddress Name+Address 1:Primary Contact Name+Street 1+Street 2+Street 3 <-> AddressCity <-> CityState/Province <-> State/ProvinceZip/Postal Code <-> Zip/Postal CodeCountry/Region <-> Country/Region

Field Mappings for Product:

CRM Attribute Name	QB Attribute Name	Description
ID	Item Name/Number	Note: When we sync product from CRM to QB, ID gets mapped to Item Name/Number and when product sync from QB to CRM its Item Name/Number gets mapped to ID and Fullname gets mapped to Name.
Current Cost	COST	Current cost of CRM gets mapped to QuickBooks Cost in Purchase Information section and vice versa.
Description	Description on Purchase Transaction OR Description on Sales Transaction	Note: when Description is moved from CRM to QB it will get synced to Description on Sales Transaction. But for QB to CRM, we check if sales description exists, if yes then we map that sales description to description and if sales description does not exist in QB, then we check for purchase description if that exist we will map that to description of CRM
List Price	Sales Price	List Price of CRM gets mapped to QuickBooks Sales Price in Sales Information section and vice versa.
Product Type	Type	Note: we have defined mappings for product type as followsCRM ßà QuickBooksServices ßà ServiceSales Inventory ßàInventory PartNon-Inventory ßàNon-Inventory PartFlat Fees ßàOther Charge
Quantity on Hand	On Hand (In case of Inventory product)	Quantity on hand get mapped only for (sales Inventory part)
Reorder Point	Reorder Point (In case of Inventory product)	Reorder Point get mapped only for (sales Inventory part)
Default Unit	Unit of Measure (Unit from Unit Group)	If QB supports Unit of measure, then it get sync from CRM to QBNote: for QB to CRM if QB does not support UOM, or you have not defined UOM for QB Items then it will read the defaults from preference as shown below.
Unit Group	Unit of Measure	Same as above
Vendor	Preferred Vendor	Vendor gets mapped to Preferred Vendor and vice versa.Note: Preferred vendor list from QB must have name exist in that list when it gets sync from CRM to QB.
Vendor part number	Manufacturer’s Part Number	Vendor part number gets mapped to Manufacturer’s Part Number and vice versa.
Default Price List	NA	When is synced from QB to CRM it is necessary to set Default pricelist. This will read the default value from product preferences as shown below.
Decimal Supported	NA	When a product is synced from QB to CRM it is necessary to set Decimal supported it will read the default from the preference of product as shown below.
		Note: When you sync Products from CRM to QuickBooks it is necessary to set Asset Account, Income Account and COGS account. The defaults are read from the Product preferences.
NA	Asset Account(only for inventory part)
NA	Income Account (for all types of Items)
NA	COGS Account (only for inventory part)

Conclusion:
With the above field mappings, you know where the data from different fields of Account, Contact, and Products records are synced between Dynamics 365/Dynamics CRM and QuickBooks. In the next article, we will discuss the field mappings for Quote and Invoice.