Can I map custom fields to QuickBooks Desktop line items?

You can add rules to map the custom fields

In this example, we will map 12345 from ShipStation's custom field 1 to the QuickBooks custom field example field:

You must perform these tasks:

1. Add the custom field in QuickBooks.
2. Assign a QuickBooks template with the field.
3. Select the template in Connex.
4. Map the field.

Add Custom Fields to QuickBooks Desktop Line Items

Here are the steps:

1. In QuickBooks, go to lists > item list.
2. Double click an item.
3. Click custom fields.
4. Click define fields:
5. Add a field called example field:

Show Fields on Template

You must show this field in QuickBooks:

1. Create a new invoice in QuickBooks.
2. Click customize data layout.
3. If asked to copy a template, say make a copy.
4. Under line items, show the example field:
5. Click OK. A new template has been created:

Choose Template

For all new sales, choose the copy 2 template:

1. Refresh the chart of accounts.
2. On our configure page, select orders > sync orders to QuickBooks > advanced transaction.
3. Under invoice template, choose the copy 2. This will ensure all new sales show the example field:
   

Add Rule

You must map the field from your e-commerce solution to QuickBooks. In this example, we will use ShipStation. There is a field called CustomField1:

1. Log into Connex.
2. On the left, click Rules Engine > My Rules.
3. Click Add New Rule.
4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance:
   
   
5. Give your rule a name, and for step 2, choose 'Map Custom Fields to QuickBooks Line Items':
   
6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter these conditions. Then, click Update.In comparisons, enter these values: custom field, CustomField1, map all.
   
7. Leave step 4, 'What should the value be?', blank. Then, 'Submit' your rule.