Products

Can I match QuickBooks Desktop products using a QuickBooks custom field?

How to match by custom field

How does it work?

If you match by a QuickBooks custom field, our software must pull all of your products. Then, Connex must enumerate through the custom field of each product and find a match. There is no need to specify a field name in Connex.

In this example, the product has a custom field called SKU:

What do you recommend?

We recommend matching the QuickBooks item name to your product SKU for many reasons:

  1. No two products can have the same QuickBooks item name. If you match a QuickBooks custom field, two products can have the same custom field name and value. If you had a QuickBooks custom field called SKU with the value of ABC, QuickBooks will allow multiple products to have the same SKU of ABC. 
  2. Pulling all products is time-consuming and it could cause sync failures. If you have a few hundred products, then it should cause no issue.

How do I enable this feature?

Here are the steps:

  1. Login to our software.
  2. Click settings.
  3. Click product matching on the left.
  4. Under product matching, select product custom field.
  5. Click save.