Synchronization flow

Field Mapping:

Mapping section helps you to map your Vtiger CRM fields with the appropriate QuickBooks fields. You can define your own mapping template structure for your Vtiger Modules. With Vtiger QuickBooks Integration, you can replicate the mapping of one inventory modules to other inventories. You can sync all or selective records of your inventory modules.

  • Choose the module from the Select Module dropdown
  • The most common fields are mapped by default.
  • The remaining fields are auto mapped.
  • If additional fields are added in your modules, select the appropriate fields from the dropdown.
  • To replicate mapping, click on the Apply Field Mapping

Vtiger7-QuickBooks-Mapping-Field

Selective record sync:

Vtiger QuickBooks Integration lets you to sync selected records from your Vtiger CRM to QuickBooks in two ways

  • Select record
  • Record Status

To sync selective record, Choose Enable QB Sync from the Sync Records dropdown.

Vtiger7-QuickBooks-Selective-Record-Creation

Select record:

You can select specific records from your inventory modules that need to be synced with Vtiger QuickBooks Integration. To select the record, check on the Allow QB Sync in the QB Information table.

Vtiger7-QuickBooks-Define-Record

Record Status:

You can also sync records based on their status. In Quotes module, the Quote Stage field is considered. To select the records, Choose the required statuses in the Status multi-select box.

Vtiger7-QuickBooks-Record-Status

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