What fields will carry over when I upload products from QuickBooks?

When you create a new Item/Product in QuickBooks®, there are five fields from the Item Editor that will carry over to the Product Editor in your Control Panel.  These fields will determine the Product Name, Price, Quantity, and Descriptions for your Products that you choose to list in your Online Store.

• Product Name - Item Name/Number:  The Product Name field in the Product Editor of your Control Panel will be determined by what you enter into the Item Name/Number field in the Edit Item screen of QuickBooks®.

• Price - Sales Price:  The Price field in the Product Editor of your Control Panel will be determined by the price you enter into the Sales Price field in the Edit Item screen of QuickBooks®.

• Stock Quantity - On Hand:  The Stock Quantity field in the Product Editor of your Control Panel will be determined by the number of Product you enter into the On Hand field in the Edit Item screen of QuickBooks®.

• Short Description - Item Name/Number:  The Short Description field in the Product Editor of your Control Panel will be determined by what you enter into the Item Name/Number field in the Edit Item screen of QuickBooks®.

• Full Description - Description on Sales Transactions:  The Full Description field in the Product Editor of your Control Panel will be determined by what you enter into the Description on the Sales Transactions field in the Edit Item screen of QuickBooks®.

What fields will carry over when I download customers into QuickBooks?

When you download customer details from a new order into QuickBooks®, there are nine fields from the Customer Manager in your Control Panel that will carry over to the Customer Center in QuickBooks®.  These fields will determine the Customer's Name (First & Last), Billing & Shipping Address, Company, Phone Numbers, and Email Address for any customers that have placed an order with your Online Store.

• Customer Name - Last Name, First Name:  The Customer Name field in the QuickBooks® Customer Center will be the Last Name followed by the First Name for that customer in the Customer Manager of your Control Panel.  If this Customer Name already exists in QuickBooks®, the QuickBooks® Integration will add a random two digit number to the beginning of the name.  For example, if the name Doe, John already exists then the Customer Name may be Doe, John 02.

• First Name - First Name:  The First Name field in the QuickBooks® Customer Center will be determined by the First Name field for that customer in the Customer Manager of your Control Panel.

• Last Name - Last Name:  The Last Name field in the QuickBooks® Customer Center will be determined by the Last Name field for that customer in the Customer Manager of your Control Panel.

• Phone - (Billing Address) Phone Number:  The Phone field in the QuickBooks® Customer Center will be determined by the Billing Address Phone Number field for that customer in the Customer Manager of your Control Panel.

• Alt. Phone - (Shipping Address) Phone Number:  The Alt. Phone field in the QuickBooks® Customer Center will be determined by the Shipping Address Phone Number field for that customer in the Customer Manager of your Control Panel.

• E-mail - Email Address:  The E-mail field in the QuickBooks® Customer Center will be determined by the Email Address field for that customer in the Customer Manager of your Control Panel.

• Bill To - Billing Address:  The Bill To section in the QuickBooks® Customer Center will be determined by the Billing Address Section for that customer in the Customer Manager of your Control Panel.

What fields will carry over when I download Orders into QuickBooks®?

When you download Completed Orders from your Online Store into QuickBooks®, there are twelve fields from the Order Details in your Control Panel that will carry over to the Sales Receipts in the Customer Center in QuickBooks®.  These fields will determine the Date of the Order, Shipping Information, Billing & Shipping Address, Customer Information, and Product Information for any orders that have been placed your Online Store and you have sent to QuickBooks®.

**Note:  QuickBooks offers you up to five additional fields that you can customize to suit your needs.  For the synchronize process, you will need to make one of these fields available.  When you start the synchronization, the storefront application looks for system-assigned product IDs in QuickBooks so that the product can be identified and updated.  These IDs are stored in one of the customizable fields upon initial download.  If you are currently using all five of your customizable fields, the storefront cannot add the product IDs in QuickBooks; therefore, when you try to sync, it will not be able to find the products to update them.

• Customer Job - Last Name, First Name:  The Customer Job field in the QuickBooks® Sales Receipt will be the Last Name followed by the First Name from the Customer Information section of the Order Details of the Control Panel.

• Date - Order Date:  The Date field in the QuickBooks® Sales Receipt will be determined by the Order Date from the Order Details of the Control Panel.

• Payment Method - Credit Card Type or PayPal:  The Payment Method field in the QuickBooks® Sales Receipt will be determined by the form of payment that was used on the Order, usually this will be a Credit Card Type such as Visa, MasterCard, or American Express.

• Ship via - Shipping Carrier:  The Ship via field in the QuickBooks® Sales Receipt will be determined by the Shipping Carrier that was selected on the order from the Shipping Method section of the Order Details.
• Sold To - Billing Address:  The Sold To section in the QuickBooks® Sales Receipt will be determined by the Billing Address section of the Order Details from the Control Panel.
• Tax:  Taxable items within QuickBooks® will have the tax on each item displayed on a per line item view. The total tax for the order will also be displayed at the bottom of the Sales Receipt within QuickBooks® from the Order Details within your Control Panel.
• Ship To - Shipping Address:  The Ship To section in the QuickBooks® Sales Receipt will be determined by the Shipping Address section of the Order Details from the Control Panel.
• Qty - Quantity:  The Qty line item for each Product within the QuickBooks® Sales Receipt will be determined by Quantity line item for each Product from the Order Details in the Control Panel.

• Rate - Item Price:  The Rate field within the QuickBooks® Sales Receipt is the individual price per each Product and will be determined by the Item Price from the Order Details in the Control Panel.

• Amount - Total Price:  The Amount field in the QuickBooks® Sales Receipt is the total cost for all quantities of each product ordered and will be determined by the Total Price from the Order Details in the Control Panel.