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Getting Started with Rules: QuickBooks Mapping

A list of rule actions and how they map to QuickBooks

Does the rules engine work with QuickBooks Online and Desktop?

Yes, our rules engine works with both versions. These examples use QuickBooks Desktop. The field mappings are similar. For example, map order date maps the QuickBooks order date field.

Mapping to desktop QuickBooks Invoice/Sales Receipts/Sales Orders

Mapping to desktop QuickBooks Standard or Custom Fields

Advances Invoice/Sales Receipt/Sales order Mapping

Customer Mapping

🔷 Next: Selling Channel Mappings (Step 3)