Mappings Tab |
  
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Mappings Tab |
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Mappings Tab
The Mappings tab includes the settings for how items will be exported into QuickBooks.
Transaction BillTo Mapping
This drop-down menu lets users select which fields from QuoteWerks will populate the BillTo information in QuickBooks. Users can select either the default (Sold To) contact information or switch it to the Bill To fields in QuoteWerks.
QuoteWerks Field to QuickBooks Item Name
This mapping is used to determine which QuoteWerks field will be used to map to the QuickBooks Item Name. Typically, this would be the ManufacturerPartNumber, however if you use alternate fields for your part numbers in QuoteWerks, you can change the mapping here including vendor part number, internal part number, and more.
Important: The mapping set here will determine how QuoteWerks identifies items in QuickBooks. Using this mapping, if QuoteWerks does not find a match, it will then create the item in QuickBooks. This is why it is very important this setting is properly mapped. |
Discount Item Name
This mapping determines how a discount item in your QuoteWerks document appears in QuickBooks Online. You may need to create a default discount item in QuickBooks so you can map the QuoteWerks item to the charge item in QuickBooks, enabling QuoteWerks Discount Items to export properly.
Charge Item Name
This mapping determines how a charge item in your QuoteWerks document appears in QuickBooks Online. You may need to create a default charge item in QuickBooks so you can map the QuoteWerks item to the charge item in QuickBooks, enabling QuoteWerks Discount Items to export properly.
Grouped Items
Convert Grouped Items to Single Item
Select this option if you want to “roll-up” all the items that are in a group in QuoteWerks to only display them as a single line item in QuickBooks Online. The TaxCode sets the taxable status of the single line amount.
Custom fields on Sales Forms
Custom Fields
The QuickBooks Online custom fields can be mapped to a QuoteWerks Custom Field from the drop-down menu. These are only available on the Sales Forms.
To continue with the setup, move to the Defaults tab next or view one of the other topics below for a different section.
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