Introduction:
In the previous article, we discussed the Field Mappings for Account, Contact, and Product. Field mappings ensures that the relevant data is synced without errors between Dynamics 365/Dynamics CRM and QuickBooks. In this article, we will discuss the field mappings for Quote and Invoice.
Field Mappings for Quote:
|
CRM Attribute Name |
QB Attribute Name |
Description |
|
Customer |
Customer |
Customer gets mapped to Customer |
|
Total Amount |
Total |
Gets calculated automatically |
|
Freight Amount |
Shipping charges |
Freight amount gets mapped to Shipping charges |
|
Quote Discount |
Discount |
Invoice Discount gets mapped to Quote Discount field |
|
Detail Amount |
Sub-total |
|
|
Accounting Ref |
Estimate # |
Estimate # number of QB estimate gets mapped to Accounting ref in CRM |
|
Customer Address |
Name/Address |
Note: CRM addresses of customers Lines are 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 |
|
Name |
Memo |
Name gets mapped to memo |
|
Payment Terms |
Terms |
Payment Terms gets mapped to Terms |
|
Owner |
Rep |
Note: here we check who is the owner of Quote and then check what is Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa.Note: This is not available in QuickBooks Online. |
|
Tax |
Sales Tax |
Sales Tax on the Quote is populated with the Tax amount specified in the quote. Sales Tax code/authority is picked up from the Customer on the Quote. |
|
Quote Product Mappings |
||
|
Existing Product |
Item |
CRM Product gets mapped to QB product |
|
Write-In Product |
Item(Write In from special product mappings) |
Write-In product gets mapped to item from special product mapping |
|
Unit |
Unit of Measure |
Unit gets mapped to UOMNote: This is not available in QuickBooks Online. |
|
Price Per unit |
Cost |
Price Per Unit gets mapped to Rate |
|
Quantity |
QTY |
Quantity gets mapped to Ordered |
|
Amount |
Total |
Note: amount gets calculated automatically in QB |
|
Manual Discount |
Item (Discount from special product mappings) |
Manual Discount gets mapped to Discount from special product mappings |
Field Mappings for Invoice:
|
CRM Attribute Name |
QB Attribute Name |
Description |
|
Customer |
Customer |
Customer gets mapped to Customer |
|
Total Amount |
Total |
Gets calculated automatically |
|
Freight Amount |
Shipping |
Freight from CRM is taken over as Shipping on the Invoice |
|
Invoice Discount |
Discount |
Invoice Discount gets mapped to Discount |
|
Accounting Ref |
Invoice # |
Invoice # of QB invoice gets mapped to Accounting Ref in CRM. |
|
Customer Address |
Name/Address |
Note: CRM addresses Lines are 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 |
|
Name |
Memo |
Name gets mapped to memo |
|
Shipping Method |
Ship Via |
Shipping method gets mapped to Ship Via |
|
Payment Terms |
Terms |
Payment Terms gets mapped to Terms |
|
Owner |
Rep |
Note: here we check who is the owner of Invoice 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.Note: this feature is unavailable in QuickBooks Online. |
|
Requested Delivery Date |
Ship Date |
Requested Delivery Date gets mapped to Ship Date |
|
Invoice Product Mappings |
||
|
Existing Product |
Item code |
CRM Product gets mapped to QB product |
|
Write-In Product |
Item(Write In from special product mappings) |
Write-In product gets mapped to item from special product mapping |
|
Unit |
Unit of Measure |
Unit gets mapped to UOMNote: This feature is not supported in QuickBooks Online. |
|
Price Per unit |
Price per each |
Price Per Unit gets mapped to Price |
|
Quantity |
Quantity |
Quantity gets mapped to Quantity |
|
Amount |
Amount |
Note: amount gets calculated automatically in QB |
|
Manual Discount |
Item (Discount from special product mappings) |
Manual Discount gets mapped to Discount from special product mappings |
Field Mapping for Order (available in InoLink for QuickBooks Desktop):
|
CRM Attribute Name |
QB Attribute Name |
Description |
| Customer | Customer Job | Customer gets mapped to Customer Job |
| Total Amount | Total | Gets calculated automatically |
| Freight Amount | Item (Freight from special product mappings) | Freight amount gets mapped to Items from Special product mappings |
| Order Discount | Item (Discount from special product mappings) | Invoice Discount gets mapped to Items from Special product mappings |
| Detail Amount | Item (SubTotal from special product mappings) | Details Amount gets mapped to Items from Special product mappings |
| Accounting Ref |
S. O. No. |
S.O. number of QB order gets mapped to Accounting ref in CRM |
| Customer Address | Name/Address | Note: CRM addresses Lines are 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 |
| Name | Memo | Name gets mapped to memo |
| Shipping Method | Ship Via | Shipping method gets mapped to Ship Via |
| Payment Terms | Terms | Payment Terms gets mapped to Terms |
| 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. |
| Requested Delivery Date | Ship Date | Requested Delivery Date gets mapped to Ship Date |
| Freight Terms | FOB | Freight terms gets mapped to FOB |
|
Order Product Mappings |
||
| Existing Product | Item | CRM Product gets mapped to QB product |
| Write-In Product | Item(Write In from special product mappings) | Write-In product gets mapped to item from special product mapping |
| Unit | Unit of Measure | Unit gets mapped to UOM |
| Price Per unit | Rate | Price Per Unit gets mapped to Rate |
| Quantity | Ordered | Quantity gets mapped to Ordered |
| Amount | Amount | Note: amount gets calculated automatically in QB |
| Manual Discount | Item (Discount from special product mappings) | Manual Discount gets mapped to Discount from special product mappings |
| Discount Description | Description | Discount Description gets mapped to Description |
Field Mapping for Order (available in InoLink for QuickBooks Online): When order is promoted in Dynamics CRM it is synced and saved as an invoice in QuickBooks.
|
CRM Attribute Name |
QB Attribute Name |
Description |
| Customer | Customer Job | Customer gets mapped to Customer Job |
| Total Amount | Total | Gets calculated automatically |
| Freight Amount | Item (Freight from special product mappings) | Freight amount gets mapped to Items from Special product mappings |
| Order Discount | Item (Discount from special product mappings) | Invoice Discount gets mapped to Items from Special product mappings |
| Detail Amount | Item (SubTotal from special product mappings) | Details Amount gets mapped to Items from Special product mappings |
| Accounting Ref |
S. O. No. |
S.O. number of QB order gets mapped to Accounting ref in CRM |
| Customer Address | Name/Address | Note: CRM addresses Lines are 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 |
| Name | Memo | Name gets mapped to memo |
| Shipping Method | Ship Via | Shipping method gets mapped to Ship Via |
| Payment Terms | Terms | Payment Terms gets mapped to Terms |
|
Order Product Mappings |
||
| Existing Product | Item | CRM Product gets mapped to QB product |
| Write-In Product | Item(Write In from special product mappings) | Write-In product gets mapped to item from special product mapping |
| Unit | Unit of Measure | Unit gets mapped to UOM |
| Price Per unit | Rate | Price Per Unit gets mapped to Rate |
| Quantity | Ordered | Quantity gets mapped to Ordered |
| Amount | Amount | Note: amount gets calculated automatically in QB |
| Manual Discount | Item (Discount from special product mappings) | Manual Discount gets mapped to Discount from special product mappings |
| Discount Description | Description | Discount Description gets mapped to Description |
Conclusion:
With the above field mappings, you know where the data from different fields of Quote and Invoice records are synced between Dynamics 365/Dynamics CRM and QuickBooks.