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  3. Rules Engine Mapping Order Data

How do I map custom fields to QuickBooks Desktop?

Many of our customers are using pre-built fields. These fields are much easier to set-up and we recommend using them, instead of creating a custom field in QuickBooks.

Am I using QuickBooks custom fields?

 To use these fields, follow these steps:

  1. In QuickBooks, open an invoice.
  2. Click the manage tab and click customize data layout:

If you see your field names in other or FOB, then you are using a predefined field.

How do I bind a custom field to the QuickBooks other or FOB field?

In this example, we will map an order custom field called other to the QuickBooks other field. Using the QuickBooks other or FOB fields required fewer steps to map, since the fields already exist in QuickBooks.

Here are the steps:

  1. Go to the Connex rules engine.
  2. Click "Add New Rule".
  3. Choose the rule type "Map custom field to a QuickBooks standard field".
  4. As the item field to map, choose either "Order Other" or "FOB"
  5. Click finish.

How do I bind custom field to custom field?

Add Custom Field to QuickBooks

Here are the steps:

  1. In QuickBooks, click customers on the top menu.
  2. Select customer center.
  3. Open a customer.
  4. Click additional info.
  5. On the right, click define fields.
  6. In the dialog, enter the custom field name and check the customer box.
  7. In the what kind of data field, enter any text. Other data types are not supported at this time: 

View a list of custom fields to map

  1. Login to Connex.
  2. On the left, click orders.
  3. Click order previewer.
  4. Fill out the search form to view your sale. If you use Shopify or WooCommerce and the order number fails to return the proper sale, use the date range search.
  5. Expand the sale.

You will see two tabs. The first tab shows a list of custom fields that can be mapped. Without mapping, these fields remain unused.

The second tab shows a list of custom fields that will sync to QuickBooks. If your rule was successful, then the custom field name and its value appear under mapped custom fields. Here is an example of a custom field:

Add Mappings

If you add a mapping and there is no value, then Connex will insert no text and move onto the next field to map. In this example, the order syncing to QuickBooks contains a mapping for PO number. You can view this field on the other tab of the order previewer. Here are the steps:

  1. Go to the Connex for QuickBooks rules engine.
  2. Click "Add New Rule".
  3. Choose the rule type: "Map custom field to another custom field"
  4. Add a name for the rule.
  5. Click next, until you reach conditions.
  6. From your ordering solution, enter the field name. In this example, the custom field name is "other". Replace other with the custom field name in your ordering solution:
  7. Click Finish.