Mapping Fields in the Zoho QuickBooks Integration

I. Zoho QuickBooks Integration | Field Mapping

ZBrains Dashboard >> Mapping

This is the default or home page you’ll see upon logging into the Zoho QuickBooks integration dashboard.  This screen allows for the mapping of different QuickBooks fields (on the left-hand side, marked by QB icons) with corresponding Zoho fields (on the right, marked with Zoho icons).  Standard QuickBooks fields will be marked with green QB icons while custom QuickBook fields will be marked with similar red icons.  Zoho fields will be marked with a regular Zoho icon regardless of whether the fields you choose are standard or custom.

The mapping works by selecting a Zoho field to map to each of the listed QuickBooks fields.  By default, for all available modules, the integration will map some of the QuickBooks fields to Zoho fields.  These mappings may not be to your liking, so please confirm they are correct before continuing. 

This standard mapping will allow the integration to run, so any changes you make from this mapping may result in the integration not syncing some of your records.  We advise testing the integration by running it once with the standard mapping, then again with your custom mapping, in order to check for errors.

To map a QuickBooks field to an unoccupied Zoho field: Click on the text field beside the field you’d like to map.  A dropdown menu will appear, from which you can select any field you’d like.  You can also type the name of the field you’d like if you already know its name, and the dashboard’s autocomplete feature will leave only field names that contain a match for the string you’ve typed.  When you see the name of the Zoho field you’d like to map to the corresponding QuickBooks field, select that field by clicking it.  Click “Submit” to save any changes.

If a field is occupied and you’d like to delete the mapping: Click the small X to the left of the field name or to the left of the field itself, then repeat the mapping process for an unoccupied field outlined above.

The following buttons are available in every module, regardless of the version you use:

  • Sync Mappable Fields button: This will grab all usable fields both from QuickBooks and from Zoho.  This is useful when you’ve just added a custom field to either QuickBooks or Zoho and you’d like to map it.  This also works if you simply don’t see a field in either QuickBooks or Zoho that you know already exists.
  • Reset Default Mapping button: If you don’t like how you’ve mapped the fields in your dashboard and you feel it would take too long to simply change them all back, you can use this button to return the mapped fields to how they looked when you first signed up for the integration.  Some fields will already be mapped.
  • Reset button:  This button is at the bottom of the screen.  Use this to clear any changes you’ve made before hitting Submit.  If you’ve already clicked Submit and changed your mapping details, you’ll have to manually make the changes you want and then click Submit again.
  • Submit button: This button, also at the bottom of the screen, saves any changes you’ve made on your mapping screen.

Also available is the Static Field checkbox beside every mappable field.  Checking this box will delete the Zoho field mapping option from the associated QuickBooks field and allow for hard-coding a value into the QuickBooks field instead.  Naturally, this means you can only assign a hard value to a QuickBooks field, not a Zoho field, so this feature is useful for Zoho-to-QuickBooks syncs.  Possible use case: If every customer tracked in QuickBooks Online is on the same payment terms, you may choose to mark all payment terms a certain way for customers synced from Zoho to QuickBooks, e.g., “Net 30.”

To access the ZBrains dashboard, click here.

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